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Wealth Management Advisor in Apprenticeship H/F
Il y a 3 mois
MBway, a leading international management institution offering programs from Bac +3 to Bac +5, is seeking a Wealth Management Advisor for an apprenticeship role.
Why choose between education and experience when you can have both?
This apprenticeship opportunity allows you to gain valuable professional training while working towards a Bac +5 qualification in Wealth Management.
Key Responsibilities- Evaluate client portfolios and perform comprehensive diagnostics
- Assess client requirements and suggest appropriate financing options
- Market and provide banking products and services with a focus on wealth management
- Guide clients on investment strategies and asset placements
- Track and report on client progress and financial growth
- Skilled in Microsoft Office applications
- Exhibits strong organizational and meticulous skills
- Displays initiative and a proactive approach
- Possesses excellent interpersonal and adaptability skills
- Contract Type: Apprenticeship
- Duration: 24 months, full-time commitment
- Compensation: To be determined based on age and educational background
