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Wealth Management Assistant Advisor in Apprenticeship

Il y a 2 mois


SaintGillesCroixdeVie, Pays de la Loire, France MBway Temps plein

Become a part of a distinguished School of Commerce and Management as a Wealth Management Assistant Advisor.

This is an excellent opportunity to merge academic learning with practical experience.
If you are keen on embarking on a professional journey in Wealth Management, our institution offers a unique program that allows you to gain valuable experience while studying.

KEY RESPONSIBILITIES:

  • Engaging with clients and managing incoming inquiries
  • Conducting both telephonic and face-to-face meetings with the wealth management consultant
  • Overseeing the administrative aspects of client portfolios
  • Ensuring adherence to quality benchmarks and security protocols
  • Following up with clients to maintain strong relationships

CANDIDATE PROFILE:

  • Currently enrolled in a specialized Wealth Management program at Bachelor's degree +5 level
  • Driven, effective, and resourceful
  • Self-sufficient and proactive in approach

EXPERIENCE/QUALIFICATIONS:

  • Bachelor's degree + 3 or equivalent
  • Contract duration: 2 years