Wealth Management Consultant

Job Title: Wealth Management ConsultantCompany: Exchange CollegeWe are in search of an enthusiastic and proactive student to take on the role of Wealth Management Consultant. This position encompasses a variety of essential responsibilities, including:Supporting the preparation of client meetings and ensuring the thoroughness of documentationFacilitating...

Job Title: Wealth Management ConsultantCompany: Exchange CollegeWe are in search of an enthusiastic and proactive student to take on the role of Wealth Management Consultant. This position encompasses a variety of essential responsibilities, including:Assisting in the organization of client meetings and ensuring all documentation is thoroughly...

Position Title: Wealth Management ConsultantCompany: Michael Page BanqueAs a Wealth Management Consultant, your primary responsibility will be to oversee and enhance a portfolio of affluent clients with managed assets ranging from 50 to 500 KEUR and/or substantial incomes.Your key responsibilities as a Wealth Management Consultant include:Overseeing and...

Job Title: Wealth Management ConsultantEngaging in proactive outreach to attract new clienteleConducting comprehensive assessments of the financial circumstances of potential clientsProviding customized solutions aligned with identified financial objectives (open architecture)Developing and nurturing a dedicated client portfolioProfile: The ideal candidate...

Senior Wealth Management ConsultantWe invite you to become a part of our dynamic team at Norman Alex as a Senior Wealth Management Consultant. In this pivotal role, you will collaborate closely with the leadership to manage a diverse portfolio of high-net-worth individuals (HNWIs). Your responsibilities will encompass a wide range of activities:Conduct...

Redstone Private Banking Search is a prominent player in the global landscape of search solutions tailored for the international private banking and wealth management sectors. Our extensive reach encompasses a diverse array of Private Banks, Boutique Firms, Family Offices, Wealth Management Firms, Fund Managers, and Investment Houses, allowing us to deliver...

Join Our Team at KAYS Wealth Management Are you seeking a chance to become part of a vibrant and forward-thinking organization in the financial services industry? KAYS Wealth Management has successfully managed over 650 million euros in assets within a short span, establishing itself as a leader in the market. We pride ourselves on delivering impartial...

Position: Wealth Management ConsultantAs a Wealth Management Consultant, your primary role involves overseeing a diverse portfolio of affluent clients, with assets ranging from 50 to 500 KEUR and/or substantial incomes.Your key responsibilities as a Wealth Management Consultant include:Administering and enhancing the current client portfolio of 600...

Position: Wealth Management ConsultantAs a Wealth Management Consultant, your primary role involves overseeing a portfolio of 600 affluent clients whose assets range from 50 to 500 KEUR and/or possess high income levels.Your key responsibilities as a Wealth Management Consultant include:Administering and enhancing the existing portfolio of 600...

Position: Wealth Management ConsultantLocation: ParisCompagnie Fiduciaire is seeking a Wealth Management Consultant to enhance their operations in Paris. As part of a well-established network, the firm operates across various regions, including Nouvelle-Aquitaine and Occitanie.In this position, you will be tasked with evaluating clients' personal, financial,...

Job Title: Wealth Management ConsultantCompany: CAPITAL RESSOURCES, a prominent player in the wealth management sector, is experiencing significant growth.Engaging in client acquisition through proactive outreachConducting thorough assessments of clients' financial circumstancesProviding customized recommendations based on identified financial needs...

Indosuez Wealth Management is seeking a skilled Investment Consultant to enhance their operations within the Financial Markets sector.Key Responsibilities:Deliver strategic guidance to clients holding an Investment Advisory mandate.Foster business development initiatives in partnership with Wealth Managers.Oversee operational follow-up and identify risks...

À propos de MIRARI Wealth ManagementMIRARI Wealth Management est un cabinet de gestion privée innovant, basé sur un modèle start-up et l'un des cinq plus grands cabinets de gestion de patrimoine indépendants avec un volume de placements de 1,8 milliard d'euros depuis sa création en 2019.Notre MissionNous accompagnons des particuliers, cadres, cadres...

Position: Wealth Management ConsultantCompany Overview: Our client, a subsidiary of a prominent international banking organization, operates with a personalized approach in a compact structure.Deliver tailored guidance and support to affluent clients throughout their financial endeavors.Oversee, evaluate, and enhance your client portfolio to guarantee their...

Job Title: Wealth ManagerCompany: Fyte Finance & ComptabilitéAbout the Role:We are seeking an experienced Wealth Manager to join our team at Fyte Finance & Comptabilité. As a Wealth Manager, you will be responsible for developing and maintaining relationships with private financial services clientele, managing a portfolio of clients totaling 90M EUR in...

Become a part of Michael Page, a prominent recruitment and specialized interim agency, as a Wealth Management Client Advisor.Founded in 1976 in London, Michael Page operates in 37 countries with 141 offices and employs over 9000 professionals. In France, our team consists of more than 300 consultants who specialize in recruitment across 21 diverse sectors.As...

Job Title: Trainee Real Estate Operations ManagerCompany: Indosuez Wealth Management GroupAbout the Company: Indosuez Wealth Management Group, part of Crédit Agricole, stands as a prestigious global wealth management entity with a legacy spanning over 145 years. Following the integration of Degroof Petercam, a prominent Belgian financial institution, the...

Job Title: Trainee Real Estate Operations ManagerCompany: Indosuez Wealth Management GroupAbout the Company: Indosuez Wealth Management Group, part of Crédit Agricole, is a prestigious global wealth management brand with a rich history spanning over 145 years. Following the acquisition of Degroof Petercam, a prominent Belgian financial institution, the...

Position: Private Wealth ConsultantEngaging in client acquisition initiatives to expand the customer baseEvaluating the financial circumstances of prospective clientsProviding customized solutions based on assessed requirements (open architecture)Developing and nurturing a portfolio of clientsCandidate Profile: Applicants should possess a Master's degree in...

Job Title: Senior Wealth ManagerJob Summary:We are seeking a highly skilled Senior Wealth Manager to join our team at Redstone Search. As a Senior Wealth Manager, you will be responsible for developing leads into Private Banking clients and working closely with both new and existing clients to offer a full range of discretionary and advisory wealth...