Patrimony Advisor

Job Opportunity

MBway, a leading international management school, is seeking a Specialized Advisor in Wealth Management to join its team in the Lyon region. This is a unique opportunity to combine a professional contract with a higher education degree in Wealth Management.

About the Role

• You will be responsible for managing, retaining, and developing a portfolio of high-net-worth clients, through high-quality commercial follow-up.
• You will develop a business fund with targeted prospects, focusing on high-end clients and business leaders.
• You will promote the establishment as a major player in the patrimonial market.
• You will ensure that your commercial proposals and investment recommendations are aligned with the expectations of your clients.

Requirements

• You must be rigorous, autonomous, dynamic, and organized, with excellent interpersonal skills and the ability to provide advice and recommendations.
• You should be able to be reactive and discreet.
• You must have a strong proficiency in office software (Word, Excel, PowerPoint, and Outlook).
• You should have excellent listening skills and a customer-centric approach.

Contract Details

• Contract type: alternance, professionalization, or apprenticeship contract (to be determined).
• Duration: 12 to 24 months, full-time.
• Location: Lyon region.
• Salary: to be calculated based on your age and level of education.