Wealth Management Associate

il y a 1 mois


Chambéry, Auvergne-Rhône-Alpes, France MBway Temps plein

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.
Profile:

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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