Wealth Management Specialist
il y a 2 semaines
About Groupama-fr
We are seeking a dedicated and experienced Wealth Management Specialist to join our team in the Loire department. As part of our 'Wealth Management and Life' department, you will work closely with high-net-worth individuals, collaborating with our commercial network in your geographical area.
Your Role:
- Develop and nurture relationships with internal and external referral sources through various means provided by the company, including client meetings, partnership agreements, and occasional training sessions with the commercial network.
- Create tailored wealth solutions for individual and professional clients, employing a comprehensive advisory approach:
- Gather in-depth information about the client's financial situation, goals, and surrounding environment.
- Analyze these elements to provide a personalized diagnosis and recommendations.
- Present and sell financial products and services aligned with the recommended wealth solutions. This includes real estate, FCPI, SCPI, life insurance, and other relevant offerings.
- Stay abreast of legal and tax developments within the wealth management sector.
Your Profile:
- You possess a proven track record of at least 5 years in selling savings solutions to individuals or professionals.
- Ideally, you hold a specialized degree in wealth management.
- Familiarity with the local economic landscape of the sector is advantageous.
-
Wealth Management Specialist
il y a 4 jours
Nantes, Pays de la Loire, France Groupama-fr Temps pleinAbout the RoleWe are seeking a skilled Patrimony Asset Manager to join our team at Groupama-fr. As a key member of our Wealth Management department, you will be responsible for providing expert advice to clients on their financial assets and investments.Key ResponsibilitiesAnalyze clients' financial situations and provide personalized recommendations for...
-
Wealth Management Specialist
il y a 2 semaines
Nantes, Pays de la Loire, France Gresham Banque Privée Temps pleinUnlock Your Potential at GRESHAM Banque PrivéeCombine your expertise in financial services, wealth management, and asset management to deliver exceptional client experiences.Build a network of high-net-worth individuals and families, leveraging your knowledge of financial markets and products.Work in a dynamic, supportive environment that fosters autonomy,...
-
Wealth Management Consultant
il y a 4 semaines
Nantes, Pays de la Loire, France Groupama-fr Temps pleinJob Overview We are seeking a skilled Wealth Management Consultant to join our team in the Loire region. As a vital member of our 'Wealth Management and Life' division, you will collaborate with clients focused on wealth accumulation and preservation, working closely with our commercial networks in your designated area. Your role will involve...
-
Wealth Management Professional
il y a 2 semaines
Nantes, Pays de la Loire, France Gresham Banque Privée Temps pleinUnlock Your Potential at GRESHAM Banque PrivéeCombine your expertise in financial services, wealth management, and asset management to deliver exceptional client experiences.Build a network of high-net-worth individuals and families, leveraging your knowledge of financial markets and products.Work in a dynamic, supportive environment that fosters autonomy,...
-
Wealth Management Professional
il y a 2 semaines
Nantes, Pays de la Loire, France Gresham Banque Privée Temps pleinUnlock Your Potential at GRESHAM Banque PrivéeCombine your expertise in financial services, wealth management, and asset management to deliver exceptional client experiences.Build a network of high-net-worth individuals and families, leveraging your knowledge of financial markets and products.Work in a dynamic, supportive environment that fosters autonomy,...
-
Expert Wealth Manager
il y a 1 semaine
Nantes, Pays de la Loire, France Gresham Banque Privée Temps pleinUnlock Your Potential at Gresham Banque PrivéeAbout the Role:We are seeking a highly skilled and experienced Expert Wealth Manager to join our team at Gresham Banque Privée.As a Senior Financial Advisor, you will be responsible for providing exceptional client service and developing customized investment strategies to meet their unique needs.Key...
-
Reconversion - Financial Advisor in Wealth Management
il y a 4 jours
Nantes, Pays de la Loire, France Parangon Patrimoine Temps pleinAbout the RoleCareer seekers, are you looking for a new challenge? Join Parangon Patrimoine, a leading company in wealth management, and become a sales professional in a dynamic and growing industry.Key ResponsibilitiesMeet with clients to understand their financial concerns and goalsProvide personalized solutions to help clients reduce their tax burden,...
-
Financial Advisory Specialist
il y a 4 semaines
Nantes, Pays de la Loire, France Groupama-fr Temps pleinJob Overview We are seeking a dedicated Wealth Management Consultant to join our team, focusing on the Loire region. In this role, you will be an integral part of our 'Wealth Management and Life' division, working closely with clients who require expert financial guidance. You will collaborate with various commercial networks in your area to provide...
-
Patrimoine Specialist
il y a 1 jour
Nantes, Pays de la Loire, France Groupama-fr Temps pleinAbout the RoleWe are seeking a skilled Patrimoine Specialist to join our team at Groupama-fr, working in the Loire region. As a key member of our Patrimoine and Life team, you will be responsible for providing expert advice to clients on their financial and patrimonial needs.Key ResponsibilitiesAnalyze clients' financial situations and provide personalized...
-
Social Protection and Wealth Inspector F/H
il y a 4 semaines
Nantes, Pays de la Loire, France MMA Temps pleinJob Title: Social Protection and Wealth InspectorMMA is seeking a dedicated Social Protection and Wealth Inspector to enhance the expertise and independence of agents within our organization. This role is pivotal in fostering the commercial growth of our teams.Deliver comprehensive training, mentorship, and sales assistance to agents across various insurance...
-
Patrimony Asset Manager
il y a 4 jours
Nantes, Pays de la Loire, France Groupama-fr Temps pleinAbout the RoleWe are seeking a skilled Patrimony Asset Manager to join our team at Groupama-fr. As a key member of our Wealth Management department, you will be responsible for providing expert advice to clients on their financial assets and investments.Key ResponsibilitiesAnalyze clients' financial situations and provide personalized recommendations for...
-
Investment Strategy Advisor
il y a 4 semaines
Nantes, Pays de la Loire, France Groupama-fr Temps pleinJob Overview We are seeking a Wealth Management Consultant to operate within the Loire department. As a key member of our 'Wealth Management and Life' division, you will collaborate with clients possessing significant assets, working closely with our commercial networks in your designated area. Your role will involve promoting customized solutions...
-
Property Management Specialist
il y a 2 semaines
Nantes, Pays de la Loire, France JBT Temps pleinJBT is seeking a dedicated Property Management Specialist to join our growing team. In this role, you will play a vital part in ensuring the smooth operation and success of our property portfolio. Your responsibilities will encompass a wide range of tasks, including: Lease Administration: Handling lease agreements and security deposits with meticulous...
-
Commercial Development Specialist in Training
il y a 2 semaines
Nantes, Pays de la Loire, France MBway Temps pleinMBWAY Nantes is a leading international management school, training over 400 students annually from Bachelor's degree to MBA level, offering both apprenticeship and full-time programs. Our MBA in Wealth Management prepares you to become an expert in personalized financial advisory and management of private and professional assets. Responsibilities ...
-
Juriste Bancaire
il y a 4 jours
Nantes, Pays de la Loire, France Groupe CCF Temps pleinPoste de Juriste BancaireVous rejoindrez la Direction Juridique « Business » du Groupe CCF, un groupe bancaire centenaire français qui exerce des activités de banque de détail et de financements spécialisés.ResponsabilitésAccompagner les métiers de la banque de détail du Groupe CCF sur les problématiques juridiques liées au droit bancaire et...
-
Construction Claims Management Specialist
il y a 4 semaines
Nantes, Pays de la Loire, France GROUPE SMA Temps pleinConstruction Insurance Claims Management SpecialistType of Employment: Fixed-term ContractLocation: Nantes, Pays de la LoireDepartment: Insurance OperationsRole OverviewAs a key member of GROUPE SMA, you will join a dedicated team in the Regional Directorate CENTRE LOIRE, which is committed to supporting policyholders across various departments.In the role...
-
Patrimoine Expert
il y a 1 jour
Nantes, Pays de la Loire, France Gresham Banque Privée Temps pleinAbout Gresham Banque PrivéeGresham Banque Privée is a leading financial institution that offers a unique blend of insurance, banking, and asset management expertise. With a strong presence in France, we provide a personalized and tailored approach to our clients' financial needs.Job DescriptionWe are seeking a highly motivated and experienced Patrimoine...
-
Legal Support Specialist F/H
il y a 4 semaines
Nantes, Pays de la Loire, France Igam Temps pleinPosition OverviewBecome a vital member of our team at Igam, a prominent Accounting and Management Association, where innovation and collaboration are at the forefront of our operations. We pride ourselves on delivering exceptional services to our Clients-Members throughout the Atlantic region, specializing in areas such as accounting, legal affairs, social...
-
Project Management Specialist
il y a 4 semaines
Nantes, Pays de la Loire, France MIGSO-PCUBED Temps pleinAre you looking for a role that offers significant responsibilities and value addition in the realm of industrial project management?Join MIGSO-PCUBED (M-P), a global frontrunner in Project Management and PMO consultancy. Our mission is to assist our clients, who are among the most esteemed industrial brands, in transforming their ambitious concepts into...
-
Trainee Supplier Risk Management Specialist
il y a 4 semaines
Nantes, Pays de la Loire, France EQUANS Temps pleinJob Title: Trainee Supplier Risk Management SpecialistCompany: Equans FranceAre you eager to tackle stimulating challenges within a forward-thinking organization that values the growth of its team members? At Equans France, we are dedicated to nurturing talent and enhancing business acumen among students. We are on the lookout for a Trainee Supplier Risk...