Emplois actuels liés à Wealth Management Advisor - VillersChief, Bourgogne-Franche-Comté - Uptoo
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Expert in Wealth Management
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Villers-Chief, Bourgogne-Franche-Comté, France Uptoo Temps pleinAbout the RoleWe are seeking a highly experienced and skilled professional to join our team as a Senior Portfolio Manager in our Wealth Management department.About the JobAs a Senior Portfolio Manager, you will be responsible for developing and managing high-end client portfolios, building and maintaining strong relationships with clients, and providing...
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Senior Portfolio Manager
Il y a 2 mois
Villers-Chief, Bourgogne-Franche-Comté, France Uptoo Temps plein**About the Role** We are seeking a highly skilled and experienced professional to join our team as a Senior Portfolio Manager at Uptoo. As a key member of our wealth management team, you will be responsible for developing and managing high-end client portfolios, building and maintaining strong relationships with clients, and providing expert advice on...
Wealth Management Advisor
Il y a 3 mois
Are you prepared to take on a rewarding role with a prestigious insurance firm?
We are in search of skilled professionals to thrive in the wealth management sectors.
As a key player, you will offer expert advice to clients, oversee premium portfolios, and build robust relationships.
Ideal candidates will possess at least 3 years of experience in wealth management, along with a relevant degree, and demonstrate a proactive and resilient approach.
Enjoy a nurturing work atmosphere, comprehensive training programs, and appealing rewards.
- Company vehicle
- Mobile device and laptop
- Group health coverage and benefits
- Bonuses based on performance
