Client Portfolio Advisor in Wealth Management

Are you ready to embark on a rewarding career in the dynamic financial services industry? If you have a passion for managing client relationships and engaging in wealth management initiatives, this role could be the perfect fit for you.Identifying and nurturing potential clients within your designated portfolio,Offering expert guidance on wealth management...

Are you ready to embark on a rewarding career in the dynamic financial services industry? If you have a passion for managing client relationships and engaging in wealth management initiatives, this role could be the perfect fit for you.Identifying and nurturing potential clients within your designated portfolio,Offering expert guidance on wealth management...

Are you passionate about finance and eager to build a career in wealth management? MBway is seeking a driven and dedicated individual to join our team as a Client Advisor. In this role, you will have the opportunity to work directly with clients, providing expert advice on a range of financial products and services. You'll play a vital part in helping...

Job Overview:MBway is seeking a dedicated and knowledgeable Wealth Management Specialist Advisor to join our esteemed partner organization. This role offers a full-time opportunity within a structured apprenticeship program, designed to enhance your skills and provide substantial experience in the financial services industry.Key Responsibilities:Oversee and...

Job OpportunityMBway, a leading international management school, is seeking a Specialized Advisor in Wealth Management to join its team in the Lyon region. This is a unique opportunity to combine education and work experience.About the RoleYou will be responsible for managing, retaining, and developing a portfolio of high-net-worth clients, through...

Job Overview:MBway, a prominent international management institution, is seeking a dedicated specialist advisor in asset management for collaboration with our esteemed partners. This position offers a full-time commitment within a structured contract, providing an excellent opportunity for professional growth and hands-on experience in the financial services...

Job Overview:MBway, a renowned international management institution, is seeking a dedicated specialist advisor in asset management for collaboration with one of our esteemed partners. This role offers a full-time commitment under a contract lasting between 12 to 24 months, providing an excellent opportunity for professional development and hands-on...

Job Title: Advisor/Manager of Insurance Benefits in GrenobleJob Type: Full-timeIndustry: InsuranceCompany: AG2R LA MONDIALEJob Summary:We are seeking a highly skilled and experienced Advisor/Manager of Insurance Benefits to join our team at AG2R LA MONDIALE. As an Advisor/Manager of Insurance Benefits, you will be responsible for managing simple and/or...

Job Overview Position Commercial Advisor F/M Employment Type Type not specified Objective of the Role To cultivate and oversee a portfolio of professional clients, offering expert guidance on supplementary retirement plans, savings strategies, health insurance, and protection services. Key Responsibilities Engage in targeted direct outreach to expand...

About the RoleAs a Customer Success Advisor, you will play a vital role in ensuring customer satisfaction and fostering long-term relationships with our valued clients. You will be part of a collaborative team dedicated to providing exceptional service and support.Key ResponsibilitiesCollaborate with a team of colleagues to deliver outstanding customer...

MBway is seeking a driven and analytical Business Development Associate to contribute to our growing team in Lyon. This contract position offers an exceptional opportunity to gain valuable experience in the wealth management industry while pursuing a Bachelor's degree in the field. As a Business Development Associate, you will play a crucial role in...

Position Overview As a Customer Service Advisor in Commerce Apprenticeship, you will play a vital role in ensuring customer satisfaction and loyalty. Your responsibilities will include: Responding to incoming customer inquiries via phone Providing detailed information regarding our insurance offerings Assisting clients with their requests and delivering...

Position Overview As a Customer Service Advisor, you will play a crucial role in providing exceptional support to our clients. Your responsibilities will include: Responding to incoming inquiries from customers Offering detailed information regarding our insurance products and services Assisting clients with their requests and delivering tailored solutions...

About the Role:We are seeking a highly skilled Consolidated Fund Advisor to join our team at the Ministère de l'Économie, des Finances et de la Souveraineté industrielle et numérique. As a key member of our team, you will provide expert advice on financial matters, including budgetary and accounting advice, expenditure advice, revenue advice,...

Job Title: Advisor for Complementary Retirement ServicesLocation: FranceDescription:Manage contracts for client companies to ensure accuracy and compliance.Update and review client data, addressing any issues that may arise.Handle communication with clients via various channels, providing timely and effective support.Contribute to maintaining high-quality...

Become a Key Player in Accounting and ConsultingFIDUCIAL EXPERTISE, a leading entity in supporting small and medium-sized enterprises, is seeking a dedicated File Manager (M/F) for a permanent position.Oversee a varied client portfolio (TPE/PME)Review and update accounting recordsPrepare and file tax documentsGenerate financial statements and tax...

Exciting Opportunity in Accounting and ConsultingFIDUCIAL EXPERTISE, a prominent name in supporting small and medium-sized enterprises, is seeking a committed File Manager (M/F) for a Permanent Contract.Oversee a varied client portfolio (TPE/PME)Review and enhance accounting filesPrepare and file tax returnsGenerate financial statements and tax...

Become a Key Player in Accounting and ConsultingFIDUCIAL EXPERTISE, a prominent name in supporting small and medium-sized enterprises, is seeking a Dedicated File Manager (M/F) for a Permanent Contract.Key Responsibilities:Oversee a varied client portfolio (TPE/PME)Review and update accounting filesPrepare and file tax returnsGenerate balance sheets and tax...

Become a Key Player in a Premier Accounting FirmFIDUCIAL EXPERTISE, a leading name in providing services to small and medium-sized enterprises, is seeking a committed File Manager (M/F) for a Permanent Contract.Oversee a varied client portfolio (TPE/PME)Review and update accounting filesPrepare and file tax declarationsGenerate financial statements and tax...

Become a Key Player in Accounting and ConsultingFIDUCIAL EXPERTISE, a prominent name in supporting small and medium-sized enterprises, is seeking a committed File Manager (M/F) for a Permanent Contract.Key Responsibilities:Oversee a varied client portfolio (TPE/PME)Review and update accounting filesPrepare and file tax declarationsGenerate financial...