Senior Wealth Management Consultant

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...

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:Supporting the preparation of client meetings and ensuring the thoroughness of documentationFacilitating...

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...

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...

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...

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...

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...

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...

About the RoleWe are seeking an experienced SAP FI Consultant to join our team at RED Global. As a Senior Wealth Management Expert, you will be responsible for providing expert-level support to our clients in the implementation of SAP Financial Systems.Key ResponsibilitiesLead and participate in technical workshops to ensure successful project...

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 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 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 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...

Job Overview As a Senior Wealth Management Advisor, you will be an integral part of one of our esteemed wealth management teams. Your daily responsibilities will include: Cultivating business relationships through our established networks; Broadening the client portfolio via proactive outreach; Contributing to the execution of the Bank's strategic...

Job Overview As a Senior Wealth Management Advisor, you will be an integral part of one of our esteemed wealth management teams. Your daily responsibilities will include: Cultivating business relationships through the Banque Populaire, Caisse d'Epargne, and Natixis networks; Growing the client portfolio through proactive outreach; Contributing to the...

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...

Job Opportunity OverviewJob Title: Wealth Management ProfessionalJob Function: Sales SupportDivision: Asset & Wealth ManagementOur Impact:Goldman Sachs Bank AG's Private Wealth Management (PWM) division secures, develops, and manages relationships with high net worth individuals, their families, family offices, and foundations. PWM assists clients with...