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Wealth Management Assistant Advisor in Apprenticeship
Il y a 2 mois
Discover an exciting opportunity with a prestigious School of Commerce and Management seeking an Assistant Wealth Management Advisor.
This position offers a unique chance to blend academic learning with practical experience. Are you eager to embark on a professional journey in Wealth Management? Enroll in our specialized program and gain invaluable hands-on experience while pursuing your studies.
KEY RESPONSIBILITIES:
- Engagement with clients and management of incoming inquiries
- Conducting both telephonic and face-to-face meetings with the wealth management advisor
- Overseeing the administrative aspects of client documentation
- Ensuring adherence to quality standards and security protocols
- Conducting follow-ups with clients
CANDIDATE PROFILE:
- Currently enrolled in a specialized Wealth Management program at Bachelor's degree +5 level
- Driven, efficient, and proactive in approach
- Capable of working independently and taking initiative
LOCATION: Saint-Gilles (35)
EXPERIENCE AND REQUIREMENTS:
- Possession of a Bachelor's degree + 3 or equivalent
- Duration of the apprenticeship: 2 years
