Wealth Management Consultant

Position: Wealth Management ConsultantAs a Wealth Management Consultant, your primary objective will be to enhance the wealth management experience for clients, ensuring both retention and growth of the client base. Your responsibilities will include:Comprehensive Wealth Assessment: Perform detailed evaluations to understand clients' financial aspirations...

Position: Wealth Management ConsultantAs a Wealth Management Consultant, your primary objective is to enhance the quality of wealth management services, ensuring client satisfaction and retention. Your responsibilities encompass:Comprehensive Wealth Assessment: Perform in-depth evaluations to ascertain clients' financial aspirations and requirements,...

Position: Wealth Management ConsultantAs a Wealth Management Consultant, your primary responsibility will be to enhance the wealth management experience for clients, focusing on both retention and growth of the client base. Your key responsibilities include:Comprehensive Wealth Assessment: Perform in-depth evaluations to understand clients' financial...

Become a valued member of Banque Populaire ACAWe are seeking a dedicated professional to take on the role of Personal Banking Consultant in Charente-Maritime. If you have a passion for delivering exceptional customer experiences and are keen to make a significant impact, this position is tailored for you.Position Title: Personal Banking ConsultantPosition...

About the RoleLHH Recruitment Solutions, a leading recruitment and evaluation firm, is seeking a skilled Patrimoine Manager to join our team. As a trusted advisor, you will provide expert guidance to clients, helping them navigate the complexities of wealth management.Key ResponsibilitiesDevelop and maintain a portfolio of high-net-worth clients, providing...

Job OverviewAs a key member of our diverse team, you will manage a portfolio of agricultural clients, serving as their primary point of contact and providing independent support.Key ResponsibilitiesDelivering daily support and guidance to clients, aiding them in their decision-making processes;Preparing financial and tax documentation in line with industry...

About IRIUM SOFTWAREWe are a company that values the well-being of our employees and appreciates individuals who are passionate about their profession and share our values of customer satisfaction, quality relationships, professionalism, and continuous improvement.Job Description:As a Bilingual German-speaking ERP Consultant, you will be responsible for...

About IRIUM SOFTWARE:IRIUM SOFTWARE is a dynamic international organization founded in 1982, comprising a dedicated team of 220 professionals. We focus on creating advanced management solutions tailored for dealers, distributors, importers, repairers, renters, and fleet managers in the equipment and vehicle sectors. Our innovative software is utilized by...

À propos de l'offreMIGSO-PCUBED, un leader dans le domaine du Management de Projet et du PMO, recherche un Ingénieur en Management de Projet Junior pour rejoindre son équipe à La Rochelle.MissionL'Ingénieur en Management de Projet Junior sera chargé de comprendre les défis spécifiques liés à l'environnement, d'apporter sa capacité...

About IRIUM SOFTWARE:IRIUM SOFTWARE is a dynamic international organization founded in 1982, currently employing 220 dedicated professionals. We focus on creating advanced management solutions tailored for dealers, distributors, importers, repairers, renters, and fleet managers in the equipment and vehicle sectors. Our innovative software is utilized by...

À la recherche d'une nouvelle opportunité professionnelle ? LHH Recruitment Solutions, un cabinet spécialisé dans le conseil en recrutement, l'intérim, le management de transition et l'évaluation de professionnels, est à la recherche d'un Conseiller en Gestion de Patrimoine (H/F) au statut d'indépendant. Votre rôle : En tant que mandataire exclusif...

Exco Valliance - Consulting Firm We are seeking talented individuals to join our dynamic Consulting team in La Rochelle. As part of a dedicated group, you will collaborate closely with mission directors to empower entrepreneurs in establishing and expanding their ventures. Your Responsibilities Develop and implement management systems tailored to client...

Présentation du poste Êtes-vous un(e) gestionnaire inspirant(e), prêt(e) à relever des défis et à innover dans le domaine agricole ? MG CONSULTANTS (CABINET) vous invite à rejoindre son équipe MG CONSULTANTS (CABINET) est un acteur majeur dans le secteur de l'agriculture, combinant une riche diversité de productions allant des cultures...

Become a key player at Groupe Arche, a prominent name in the property management sector.Are you driven by a passion for real estate and dedicated to assisting clients in their search for the ideal residence? This role offers a fantastic opportunity for you.As part of our leasing team, your primary duties will encompass:Assisting clients from the initial...

Become a key player at Groupe Arche, a prominent name in the property management sector.Are you enthusiastic about the real estate market and dedicated to assisting clients in securing their ideal residence? This role could be the perfect fit for you.As a vital member of our leasing division, your primary duties will encompass:Guiding clients through the...

Become a vital part of Groupe Arche, a prominent name in the property management sector.Are you driven by a passion for real estate and dedicated to assisting clients in their search for ideal residences? This role could be the perfect fit for you.As a key player in our leasing division, your primary duties will encompass:Guiding clients through the entire...

Présentation du poste Êtes-vous un(e) leader naturel(le), prêt(e) à relever des défis et à innover dans le domaine agricole ? MG CONSULTANTS (CABINET) vous propose une opportunité passionnante MG CONSULTANTS (CABINET) est un acteur majeur dans le secteur de l'agriculture, intégrant une diversité de productions allant des cultures...

Présentation de l'entreprise :EXCO VALLIANCE, c'est une équipe de 450 professionnels répartis sur plusieurs régions, ainsi qu'à l'international. En tant que membre du réseau EXCO, reconnu comme le 6ème réseau de cabinets d'audit, d'expertise comptable et de conseil en France, nous valorisons des principes humains solides et un enracinement local pour...

A propos de l'entreprise :FAB Group est un cabinet de conseil spécialisé dans le recrutement et le management de transition. Notre mission est de dénicher les meilleurs talents pour nos clients tout en offrant les plus belles opportunités professionnelles aux candidats qui nous font confiance. Depuis notre création, nous avons accompagné nos...

Présentation du poste Êtes-vous un(e) leader naturel(le), prêt(e) à relever des défis et à innover dans le domaine agricole ? MG CONSULTANTS (CABINET) vous invite à rejoindre son équipe MG CONSULTANTS (CABINET) est un cabinet de conseil dynamique, riche de la diversité de ses expertises allant de l'agriculture à l'agroalimentaire. Avec...