Wealth Management Associate
il y a 1 mois
About MBway
MBway is a leading independent wealth management company dedicated to providing exceptional financial solutions and personalized service to our clients.
Wealth Management Associate (Alternance)We are seeking a highly motivated and talented individual to join our team as a Wealth Management Associate in an alternating program. This unique opportunity combines practical experience with formal education, providing you with a comprehensive understanding of the wealth management industry.
Responsibilities:- Conduct client discovery meetings, including portfolio audits, recommendation development, and preparation of subscription documents and simulations.
- Prepare for management meetings by generating account summaries and gathering relevant information.
- Collaborate with management companies to gather insights and prepare compelling arguments.
- Participate in client meetings alongside advisors, providing support and contributing to a positive client experience.
The ideal candidate possesses exceptional commercial skills and interpersonal abilities. You are driven by a passion for client advisory and long-term portfolio development. Your dynamic personality and customer-centric approach make you a valuable asset to our team.
You thrive in a fast-paced environment and possess a strong desire to learn and grow within the wealth management industry.
Internship Details:- Duration: 24 months
- Compensation: A percentage of SMIC based on your age
- Schedule: 3 weeks in company/1 week in classes
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