Wealth Management Advisor,

il y a 8 heures


SainteMarieauBosc, France Desjardins Group Temps plein

OverviewAs a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. #J-18808-Ljbffr



  • Sainte-Marie-au-Bosc, France Desjardins Group Temps plein

    A financial services organization in France is seeking a skilled wealth management advisor to develop and maintain strong relationships with clients. The advisor will listen to clients' needs and provide tailored financial advice to help meet their financial goals. Strong interpersonal skills and the ability to design integrated investment and insurance...


  • Oloron-Sainte-Marie, Nouvelle-Aquitaine, France Desjardins Temps plein

    As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial...


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    A financial services cooperative in Normandie is seeking a Personal Finance Advisor to develop and maintain relationships with clients. You will be responsible for advising on financial strategies and ensuring client satisfaction. The ideal candidate has a Bachelor's degree, minimum of one year of experience, and knowledge of French. Offering competitive...

  • Personal Finance Advisor

    il y a 10 heures


    Sainte-Marie-au-Bosc, France Desjardins Group Temps plein

    Overview As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet...

  • Personal Finance Advisor

    il y a 1 semaine


    Oloron-Sainte-Marie, Nouvelle-Aquitaine, France Desjardins Temps plein

    As a personal finance advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial...

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    il y a 4 jours


    Saint-Étienne-au-Mont, Hauts-de-France JT International S.A. Temps plein

    At JTI we celebrate differences, and everyone truly belongs. 46,000 people from all over the world are continuously building their unique success story with us. 83% of employees feel happy working at JTI.To make a difference with us, all you need to do is bring your human best.What will your story be? Apply now  Learn more: District Manager H/F - CDD à...

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    Ce restaurant de plage se situe dans une des villes touristiques de l’île. Commerces, plages de rêve et activité économique annuelle. Face à la mer, l’endroit est magnifique au coucher du soleil. Il dispose d’un décor très élégant et convivial, très coloré, qui permet de créer une ambiance des plus agréables. Les clients peuvent profiter...

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    il y a 1 jour


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    At JTI we celebrate differences, and everyone truly belongs. 46,000 people from all over the world are continuously building their unique success story with us. 83% of employees feel happy working at JTI.To make a difference with us, all you need to do is bring your human best.What will your story be? Apply now  Learn more: Attaché Commercial H/F - CDD...

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    Saint-Étienne-au-Mont, Hauts-de-France JT International S.A. Temps plein

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