Wealth Management Operations Specialist

A leading global investment banking firm in Paris is seeking a Wealth Management Professional to provide client service and operational support. In this role, you'll work with Private Wealth Advisors and manage client accounts, ensuring exceptional service delivery. The ideal candidate will have 1-3 years of relevant experience, fluency in English and...

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...

A global investment banking firm in Paris is seeking a Wealth Management Professional. The successful candidate will provide client service management, operational support to sales teams, and manage advisory business implementations. Candidates with 1-3 years of experience, fluency in English and Dutch/Flemish, and strong organizational skills are encouraged...

Job DescriptionOUR IMPACTPrivate Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular...

OUR IMPACTPrivate Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular risk tolerance,...

France - Finance - Global Wealth Management **IdDemandeAuto** - 306935BR **Ville** - Paris **Votre fonction** - Dans le cadre du développement du segment Ultra High Net Worth, vous aurez l'opportunité de: - Préparer les rendez-vous clients et prospects - Analyser les positions des portefeuilles - Participer à l'identification de cibles et suivre la...

**Description de l’entreprise**: Avec plus de 450 collaborateurs, Natixis Wealth Management est implantée en France et intervient également au Luxembourg. Natixis Wealth Management fait partie du Groupe BPCE, 2ème acteur bancaire en France qui lui offre solidité et sécurité. Elle entretient des liens étroits avec les réseaux qui le composent...

OUR IMPACT Private Wealth Management (PWM)secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance,...

Senior SAAS Project Manager - Private Banking Senior SAAS Project Manager - Private Banking Company: Wealth Dynamix Role: Senior Project Manager Location: Paris Start Date: January 2025 Who are we? - Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative technology. - We...

Senior SAAS Project Manager - Private Banking Senior SAAS Project Manager - Private Banking Company: Wealth Dynamix Role: Senior SaaS Project Manager Location: Paris Start Date: January 2025 Who are we? - Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative technology. - We...