Wealth Management Consultant

il y a 1 mois


Lyon, Auvergne-Rhône-Alpes, France MBway Temps plein

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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