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Wealth Management Advisor
Il y a 3 mois
MBway Bordeaux, a prestigious international management institution offering programs from Bac +3 to Bac +5, is seeking a Wealth Management Advisor for an apprenticeship opportunity with one of its esteemed partner organizations.
Why choose both education and professional experience?
Key Responsibilities:
- Support clients in the creation, management, enhancement, safeguarding, and transfer of their financial assets.
- Deliver tailored assessments of each client's financial situation through comprehensive wealth evaluations.
- Formulate investment strategies customized to diverse client profiles.
- Promote financial and insurance solutions aimed at optimizing returns while effectively managing associated risks.
- Diversify offerings for current clients to convert liquid assets into investment products.
Candidate Profile:
Eligibility for the MBA in Wealth Management at MBway
Strong listening and inquiry skills to identify client requirements
Proficiency in Microsoft Office (particularly Excel) and data analysis methodologies
Excellent organizational abilities for effective time and activity management
Position Details:
Contract Type: Apprenticeship
Duration: 12 to 24 months, full-time
Work Location: Central Bordeaux
Salary: Determined based on age and educational background
Employment Type: Full-time, Apprenticeship
Schedule: Monday to Friday
8-hour workdays
Salary Range: €936.00 to €1,766.00 annually
