Emplois actuels liés à Independent Wealth Management Advisor - Paris, Île-de-France - Compagnie Fiduciaire
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Wealth Management Advisor
il y a 4 semaines
Paris, Île-de-France Prestige IFA Jobs Temps pleinPrestige IFA JobsUnlock Your Potential as a Wealth Management AdvisorAre you a seasoned professional looking to expand your international product portfolio offerings to clients in various sectors, including International FinTech, Financial Services, Finance Sales Business Development, Structured Finance, and Pensions Products?We're seeking independent Wealth...
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Wealth Management Professional
il y a 3 semaines
Paris, Île-de-France Indosuez Wealth Management Temps pleinWe are seeking a highly skilled and experienced Wealth Management Professional to join our team at Indosuez Wealth Management.The successful candidate will be responsible for providing administrative and operational support to our Wealth Managers in managing high net worth individual and ultra high net worth individual clients.The main activities carried out...
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Wealth Management Professional
il y a 3 semaines
Paris, Île-de-France Prestige IFA Jobs Temps pleinUnlock Your Potential as a Wealth Management ProfessionalPrestige IFA Jobs is seeking a skilled Wealth Management Professional to join our team. As a leading independent digital private investment bank and asset management organization, we take pride in delivering top-notch, professional advice to expatriate clients and investors worldwide.With over 100,000...
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Financial Advisor
il y a 4 semaines
Paris, Île-de-France Prestige IFA Jobs Temps pleinUnlock Your Potential as a Wealth Management AdvisorPrestige IFA Jobs is seeking a skilled Wealth Management Advisor to join our client's team. As a key member of our team, you will deliver personalized investment solutions to help clients achieve their long-term financial objectives.About the RoleProvide financial planning support to clients, helping them...
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Financial Advisor
il y a 4 semaines
Paris, Île-de-France Redstone Search Temps pleinJob Title: Financial Advisor - Tax and Wealth Management ExpertRedstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. We are collaborating with a renowned tax and wealth management group to find a talented Financial Advisor to join their team.Key Responsibilities:Work...
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Wealth Management Professional
il y a 3 semaines
Paris, Île-de-France Redstone Search Temps pleinRedstone Private Banking Search is collaborating with a leading tax and wealth management group to find a skilled Wealth Management Professional. This group is renowned for its exceptional tailored made services for British expatriates living in France, Spain, Portugal, Malta, and Cyprus.With 22 offices across 9 regions and plans of mass expansion across...
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Analyste Crédits
il y a 3 semaines
Paris, Île-de-France Natixis Wealth Management Temps pleinDescription de l'entrepriseNatixis Wealth Management est une entreprise leader dans le domaine de la gestion de patrimoine, avec plus de 450 collaborateurs implantés en France et au Luxembourg.L'entreprise fait partie du Groupe BPCE, le 2ème acteur bancaire en France, qui offre solidité et sécurité. Elle entretient des liens étroits avec les...
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Wealth Management Professional
il y a 3 semaines
Paris, Île-de-France Prestige IFA Jobs Temps pleinAs a Wealth Management Professional, you will deliver personalized investment solutions to help clients achieve their long-term financial objectives. Our client, a leading independent digital private investment bank and asset management organization, takes pride in delivering top-notch, professional advice to expatriate clients and investors worldwide.With...
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Wealth Management Specialist
il y a 4 semaines
Paris, Île-de-France Finary SAS Temps pleinAbout Finary SASFinary SAS is a pioneering fintech company revolutionizing the money management experience. Our mission is to empower a new generation of investors to achieve their goals.With a strong focus on user experience, performance, privacy, and ease of use, we've made significant strides since our launch in 2021. Our platform has reached 350,000...
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Wealth Management Professional
il y a 3 semaines
Paris, Île-de-France Redstone Search Temps pleinJob OpportunityRedstone Private Banking Search is seeking a highly skilled Private Banker to join our client, a long-standing Swiss Independent Asset Management Firm based in Geneva and Zurich. The successful candidate will be responsible for managing a portfolio of U/HNW private individuals and developing new relationships to increase assets under...
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Wealth Planning Specialist
il y a 3 semaines
Paris, Île-de-France Redstone Search Temps pleinRedstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets.We are working with a rapidly growing Multi-Family Office and Corporate Advisory firm in the UK who are looking for a Wealth Planner.Key Responsibilities:Provide tailored advice to U/HNW clients on investments, tax...
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Wealth Planning Specialist
il y a 4 semaines
Paris, Île-de-France Redstone Search Temps pleinJoin Our Team as a Wealth PlannerRedstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. We are working with a rapidly growing Multi-Family Office and Corporate Advisory firm in the UK who are looking for a skilled Wealth Planner to join their team.Key...
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Wealth Planning Specialist
il y a 4 semaines
Paris, Île-de-France Redstone Search Temps pleinJob Title: Wealth PlannerRedstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. We are working with a rapidly growing Multi-Family Office and Corporate Advisory firm in the UK who are looking for a Wealth Planner.Key Responsibilities:Provide tailored advice to U/HNW...
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Senior Wealth Manager
il y a 4 semaines
Paris, Île-de-France Redstone Search Temps pleinSenior Private Banker Opportunity in Geneva or ZurichRedstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. We are currently working with a long-standing Swiss Independent Asset Management Firm based in Geneva and Zurich, who have operated successfully in the UHNW MFO...
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Financial Advisor
il y a 3 semaines
Paris, Île-de-France Redstone Search Temps pleinWe are seeking a skilled Financial Advisor to join our team at Redstone Private Banking Search. As a leading provider of search solutions for the international private banking and wealth management markets, we offer a unique opportunity to work with a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers, and Investment...
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Partnerships Manager, Resident Advisor
il y a 3 semaines
Paris, Île-de-France Resident Advisor Temps pleinRole OverviewResident Advisor is seeking a highly motivated and experienced Partnerships Manager to join our team in France. As a key member of our business development team, you will be responsible for maintaining and growing relationships with industry partners, including promoters, venue owners, festivals, labels, tech brands, and agencies.Key...
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Wealth Management Specialist
il y a 3 semaines
Paris, Île-de-France Finary SAS Temps pleinJob DescriptionWe are seeking a highly skilled Wealth Management Specialist to join our team at Finary SAS. As a Wealth Management Specialist, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals.Key responsibilities include:Developing and implementing customized investment...
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Private Banking Advisor
il y a 3 semaines
Paris, Île-de-France Redstone Search Temps pleinRedstone Private Banking Search is a global leader in search solutions for the private banking and wealth management markets.We are partnering with a rapidly expanding Multi-Family Office and Corporate Advisory firm in the UK who require a Wealth Planner.Key Responsibilities:Deliver bespoke advice to U/HNW clients on investments, tax planning, estate...
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Client Service Officer
il y a 4 semaines
Paris, Île-de-France Indosuez Wealth Management Temps pleinJob Title: Client Service OfficerWe are seeking a highly skilled and experienced Client Service Officer to join our team at Indosuez Wealth Management. As a Client Service Officer, you will be responsible for providing exceptional administrative and operational support to our Wealth Managers in managing high net worth individual (HNWI) and ultra high net...
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Client Service Officer
il y a 4 semaines
Paris, Île-de-France Indosuez Wealth Management Temps plein{"h1": "Client Service Officer", "h2": "Job Summary", "p": "As a Client Service Officer at Indosuez Wealth Management, you will provide administrative and operational support to our Wealth Managers in managing high net worth individuals and ultra high net worth individuals. Your main activities will include providing administrative support, handling...
Independent Wealth Management Advisor
Il y a 2 mois
Compagnie Fiduciaire is seeking a seasoned Wealth Management Consultant to join its team in Paris. As a key member of our expert comptable group, you will be responsible for analyzing clients' financial situations, providing tailored solutions, and developing a strong network of clients.
Key Responsibilities:- Analyze clients' civil, patrimonial, and financial situations to provide expert advice.
- Develop and maintain a strong network of clients, leveraging our existing relationships to drive business growth.
- Collaborate with our team of experts to provide comprehensive wealth management solutions.
- Stay up-to-date with industry trends and regulatory changes to ensure compliance and best practices.
- Master's degree in Law of Patrimoine or Wealth Management.
- Proven experience in Wealth Management, preferably in a similar role or in a financial institution.
- Excellent knowledge of protection sociale, financial instruments, and patrimonial solutions.
- Strong analytical and problem-solving skills, with attention to detail and a focus on delivering high-quality results.
- Excellent communication and presentation skills, with the ability to build strong relationships with clients and colleagues.
- A dynamic and collaborative work environment with a team of experts in the field.
- Opportunities for professional growth and development, with a focus on continuous learning and improvement.
- A competitive salary and benefits package, reflecting your skills and experience.
