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Paris, Île-de-France Indosuez Wealth Management Temps plein{"h1": "Client Service Officer", "h2": "Job Summary", "p": "As a Client Service Officer at Indosuez Wealth Management, you will provide administrative and operational support to our Wealth Managers in managing high net worth individuals and ultra high net worth individuals. Your main activities will include providing administrative support, handling...
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il y a 1 semaine
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Client Service Officer
il y a 3 semaines
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il y a 4 semaines
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Responsable Coordinatrice Planning H/F
il y a 3 semaines
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Wealth Management Consultant
Il y a 3 mois
Job Title: Wealth Management Consultant
- Engaging in proactive outreach to attract new clientele
- Conducting comprehensive assessments of the financial circumstances of potential clients
- Providing customized solutions aligned with identified financial objectives (open architecture)
- Developing and nurturing a dedicated client portfolio
Profile: The ideal candidate possesses a Master's degree in Wealth Management or a related field, complemented by a minimum of two years of proven experience in the industry. Exceptional interpersonal skills, persuasive communication, and the ability to work independently are essential. With a robust professional network and qualification for CIF status, you are prepared to integrate into a vibrant team within a flourishing market.
Company: CAPITAL RESSOURCES is a prominent player in the wealth management sector, offering an extensive array of investment options, including life insurance, direct and collective real estate, and securities. We are in search of a Wealth Management Consultant to enhance our team.
This role is structured as a salaried position, featuring a competitive and evolving compensation package (base salary + commission + benefits). If you are interested in contributing to a dynamic sector and being part of an enthusiastic team, we encourage you to consider this opportunity.
