Patrimonial Advisor

About Gresham Banque PrivéeGresham Banque Privée is a leading private banking institution that offers a unique blend of insurance, banking, and asset management expertise. With a strong presence in France, we provide a personalized and tailored approach to our clients' financial needs.Job SummaryWe are seeking a highly motivated and experienced Patrimonial...

About Gresham Banque PrivéeGresham Banque Privée is a leading private banking institution that offers a unique blend of insurance, banking, and asset management expertise. With a strong presence in France, we provide a personalized and tailored approach to our clients' financial needs.Job SummaryWe are seeking a highly motivated and experienced Patrimonial...

About Gresham Banque PrivéeGresham Banque Privée is a leading private banking institution that offers a unique blend of insurance, banking, and asset management expertise. With a strong presence in France, we provide a personalized and tailored approach to our clients' financial needs.Job SummaryWe are seeking a highly motivated and experienced Patrimonial...

{"h2": "Role Overview"} As a Patrimonial Advisor at Michael Page, you will be responsible for building and maintaining strong relationships with high-net-worth clients. Your expertise will be sought after to provide tailored financial solutions and guidance on investment opportunities. Key Responsibilities Develop and implement personalized financial plans...

Conseiller en stratégie patrimoniale (H/F) Compagnie Fiduciaire is seeking a Wealth Strategy Advisor for a permanent role. With a robust presence across various regions, Compagnie Fiduciaire boasts a comprehensive network of experts dedicated to enhancing their business and reputation. Located in the Paris area, you will utilize an established client base...

Patrimony Advisor (H/F)Compagnie Fiduciaire is seeking a Patrimony Advisor to join its team in Paris. As part of its regional development, the company is looking for a professional to develop its wealth management services in the Paris region.The successful candidate will be part of a group of experts in financial management, with a strong network of...

About the RoleAs a Patrimonial Engineer at In Extenso, you will play a crucial role in establishing strategic wealth management plans for our clients, comprising entrepreneurs and business leaders. You will work closely with our existing team and the front office (Financial Advisors) to deliver exceptional results.Key ResponsibilitiesDevelop comprehensive...

About the RoleAs a Patrimonial Engineer at In Extenso, you will play a key role in establishing strategic wealth management plans for our clients, comprising entrepreneurs and business leaders. You will work closely with our existing team and the front office (Financial Advisors) to deliver exceptional results.Key ResponsibilitiesDevelop comprehensive wealth...

About Crédit Mutuel Alliance Fédérale As the second largest retail banking institution in France, Crédit Mutuel Alliance Fédérale serves a vast clientele of 17.4 million customers through a network of 4,459 locations. Our commitment lies in mutual banking principles, local engagement, technological advancements, and integrated financial services. ...

About Crédit Mutuel Alliance Fédérale As the second largest retail banking institution in France, Crédit Mutuel Alliance Fédérale serves a vast clientele of 17.4 million customers through an extensive network of 4,459 branches. Our commitment lies in mutual banking principles, local engagement, technological advancements, and integrated financial...

About the Role:We are seeking a highly skilled and experienced professional to join our team as a Patrimony Portfolio Manager. As a key member of our team, you will be responsible for developing and managing a portfolio of high-net-worth clients in a fully autonomous manner.Key Responsibilities:Accompany clients in defining their patrimonial objectives,...

Job DescriptionCompagnie 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,...

About Crédit Mutuel Alliance Fédérale As the second largest retail banking institution in France, Crédit Mutuel Alliance Fédérale serves a diverse clientele of 17.4 million customers through an extensive network of 4,459 branches. Our commitment lies in mutual banking principles, local engagement, technological advancements, and integrated financial...

Environnement de travailL'équipe commerciale de Linxo Group est en constante évolution, et nous recherchons un Ingénieur Commercial Data F/H Sales pour rejoindre notre équipe dynamique. Vous travaillerez sous la responsabilité directe du Directeur Commercial et aurez pour mission de développer le chiffre d'affaires des produits développés par...

Environnement de TravailL'équipe commerciale de Linxo Group est en constante évolution, et nous recherchons un Ingénieur Commercial pour rejoindre notre équipe dynamique. Vous travaillerez sous la responsabilité directe du Directeur Commercial et aurez pour mission de développer le chiffre d'affaires des produits développés par nos équipes...

Environnement de TravailL'équipe commerciale de Linxo Group est à la recherche d'un Ingénieur Commercial Data F/H Sales pour rejoindre notre équipe dynamique et bienveillante. Vous serez amené à travailler sous la responsabilité directe du Directeur Commercial et à atteindre vos objectifs commerciaux.Vous évoluerez dans un cadre innovant et...

**Vos missions au quotidien **:Travailler dans un environnement passionnant et stimulant vous intéresse ? Vous souhaitez rejoindre une filière d’excellence pour acquérir une expertise au cœur de la banque et accéder à de nouvelles opportunités de développement ? Rejoignez-nous !Concrètement, vous serez amené à : Aider les crédits advisors dans...

**Vos missions au quotidien **:Vous êtes animé(e) par la gestion et la relation de clientèle privée ? Vous souhaitez approfondir votre expertise en analyse et gestion crédit ? Rejoignez-nous !En tant qu'Alternant(e) Assistant(e) Crédit Advisor, vous intégrez la ligne Banque Privée du groupe Société Générale.Celle-ci offre des solutions de gestion...

**Vos missions au quotidien**: Vous êtes animé(e) par la gestion et la relation de clientèle privée ? Vous souhaitez approfondir votre expertise en analyse et gestion crédit ? Rejoignez-nous ! En tant qu'Alternant(e) Assistant(e) Crédit Advisor, vous intégrez la ligne Banque Privée du groupe Société Générale. Celle-ci offre des solutions de...