Wealth Management Consultant
il y a 1 mois
MBway Lyon, a renowned international management institution offering programs from Bac +3 to Bac +5, is seeking a Wealth Management Consultant for an apprenticeship opportunity. This role is designed for individuals eager to blend academic learning with practical experience in the field of wealth management.
Key Responsibilities:
- Conducting comprehensive analyses of clients' financial assets
- Providing tailored financing solutions aligned with clients' aspirations (short, medium, and long-term)
- Establishing ongoing client engagement and setting measurable objectives
- Advising clients on investment opportunities based on their financial status and goals, while customizing communication accordingly
- Identifying and securing new client relationships
- Delivering up-to-date information regarding tax and legal changes
- Recommending effective strategies to enhance clients' wealth through detailed quantitative assessments
Candidate Profile:
- Strong interest in economic and legal trends
- Exceptional listening skills and interpersonal abilities
- Attention to detail, responsiveness, and organizational skills
- Team-oriented mindset
- Commercially driven
Contract Information:
- Contract Type: Apprenticeship or professionalization contract
- Duration: 12 to 24 months, full-time
- Location: Lyon area
- Compensation: To be determined based on age and educational background
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