Financial Advisory Specialist
il y a 4 semaines
Become a part of our dynamic team at MBway Lyon, a prestigious international management institution that offers a range of programs from Bachelor's to Master's level. We are currently on the lookout for a Wealth Management Consultant (M/F) to join one of our esteemed partner organizations in the Lyon area. This opportunity is available through an apprenticeship program.
Are you eager to blend academic learning with practical experience? Take advantage of our apprenticeship initiative that allows you to pursue a Master's degree in Wealth Management while gaining invaluable experience.
Key Responsibilities
- Oversee, maintain, and expand a portfolio of affluent clients by delivering exceptional customer service.
- Drive business growth by engaging with high-end prospects and entrepreneurs.
- Position the organization as a leading entity in the wealth management sector.
- Ensure that your investment strategies align with client expectations.
Candidate Requirements
- You possess a keen eye for detail, are self-sufficient, energetic, and well-organized, with outstanding interpersonal skills for providing sound advice and recommendations.
- You demonstrate responsiveness and discretion in all client interactions.
- You are proficient in essential office software (Word, Excel, PowerPoint, Outlook).
- You exhibit strong listening abilities and a customer-centric approach.
Position Details
- Contract type: apprenticeship, professional training contract, or similar (to be determined).
- Duration: 12 to 24 months, full-time.
- Location: Lyon region.
- Compensation: based on age and educational background.
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