Reconversion - Financial Advisor in Wealth Management

About the RoleWe are seeking a skilled Patrimony Asset Manager to join our team at Groupama-fr. As a key member of our Wealth Management department, you will be responsible for providing expert advice to clients on their financial assets and investments.Key ResponsibilitiesAnalyze clients' financial situations and provide personalized recommendations for...

Unlock Your Potential at Gresham Banque PrivéeAbout the Role:We are seeking a highly skilled and experienced Expert Wealth Manager to join our team at Gresham Banque Privée.As a Senior Financial Advisor, you will be responsible for providing exceptional client service and developing customized investment strategies to meet their unique needs.Key...

About Gresham Banque PrivéeGresham Banque Privée is a leading financial institution that offers a unique blend of insurance, banking, and asset management expertise. With a strong presence in France, we provide a personalized and tailored approach to our clients' financial needs.Job SummaryWe are seeking a highly motivated and experienced Patrimony Advisor...

Job Overview We are seeking a skilled Wealth Management Consultant to join our team in the Loire region. As a vital member of our 'Wealth Management and Life' division, you will collaborate with clients focused on wealth accumulation and preservation, working closely with our commercial networks in your designated area. Your role will involve...

About the RoleWe are seeking a skilled Patrimony Asset Manager to join our team at Groupama-fr. As a key member of our Wealth Management department, you will be responsible for providing expert advice to clients on their financial assets and investments.Key ResponsibilitiesAnalyze clients' financial situations and provide personalized recommendations for...

Unlock Your Potential at GRESHAM Banque PrivéeCombine your expertise in financial services, wealth management, and asset management to deliver exceptional client experiences.Build a network of high-net-worth individuals and families, leveraging your knowledge of financial markets and products.Work in a dynamic, supportive environment that fosters autonomy,...

About Groupama-fr We are seeking a dedicated and experienced Wealth Management Specialist to join our team in the Loire department. As part of our 'Wealth Management and Life' department, you will work closely with high-net-worth individuals, collaborating with our commercial network in your geographical area. Your Role: Develop and nurture relationships...

Unlock Your Potential at GRESHAM Banque PrivéeCombine your expertise in financial services, wealth management, and asset management to deliver exceptional client experiences.Build a network of high-net-worth individuals and families, leveraging your knowledge of financial markets and products.Work in a dynamic, supportive environment that fosters autonomy,...

Unlock Your Potential at GRESHAM Banque PrivéeCombine your expertise in financial services, wealth management, and asset management to deliver exceptional client experiences.Build a network of high-net-worth individuals and families, leveraging your knowledge of financial markets and products.Work in a dynamic, supportive environment that fosters autonomy,...

Job Overview We are seeking a dedicated Wealth Management Consultant to join our team, focusing on the Loire region. In this role, you will be an integral part of our 'Wealth Management and Life' division, working closely with clients who require expert financial guidance. You will collaborate with various commercial networks in your area to provide...

Embark on a Rewarding Career in Wealth Management with MBWAY MBWAY Angers, a renowned network of 18 Management schools within the ESPL Campus, is dedicated to providing exceptional education for students, young professionals, and working individuals. Our state-recognized programs (RNCP titles at levels I, VI, and VII) empower you to achieve your career...

Job Overview We are seeking a Wealth Management Consultant to operate within the Loire department. As a key member of our 'Wealth Management and Life' division, you will collaborate with clients possessing significant assets, working closely with our commercial networks in your designated area. Your role will involve promoting customized solutions...

Position: Senior Innovation AdvisorCompany: In ExtensoOverview: In Extenso is a prominent entity in the realm of sustainable innovation advisory services. Our mission is to assist dedicated stakeholders in minimizing their ecological footprint while facilitating the financing of their growth initiatives. With over two decades of expertise in the field of...

Position: Senior Innovation AdvisorCompany: In ExtensoOverview: In Extenso is a prominent entity in the realm of sustainable innovation advisory services. Our mission is to assist dedicated stakeholders in minimizing their ecological footprint while facilitating their growth initiatives. With over two decades of expertise in the field of innovation, our...

Senior Bank Advisor Opportunity at La Banque PostaleLa Banque Postale is seeking a skilled Senior Bank Advisor to join our team at the Nantes Bellevue branch. As a Senior Bank Advisor, you will be responsible for providing expert advice to clients on daily banking operations, investments, and financial products.Key Responsibilities:Client Relationship...

Senior Bank Advisor Opportunity at La Banque PostaleLa Banque Postale is seeking a skilled Senior Bank Advisor to join our team at the Nantes Bellevue branch. As a Senior Bank Advisor, you will be responsible for providing expert advice to clients on daily banking operations, investments, and financial products.Key Responsibilities:Client Relationship...

Position Title: Senior Mission Leader in Financial ExpertiseCompany: FED FINANCELead and oversee a group of financial professionalsConduct financial audits, tax filings, and comprehensive financial reportsOffer strategic advice to clients and perform initial audit assessmentsEngage with small to medium-sized enterprises and corporate entitiesCoordinate with...

Crédit Agricole Leasing & Factoring stands as a prominent entity in the fields of leasing, factoring, and financing for renewable energy, both in France and on an international scale. The company provides tailored financial solutions to a diverse clientele, including businesses, professionals, agricultural operators, and local governmental bodies.Within the...

About Gresham Banque PrivéeWe are a leading private bank dedicated to providing exceptional financial services to our clients.Job SummaryWe are seeking a highly skilled and experienced Financial Advisor - Wealth Management to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial advice and...

Role OverviewWe are seeking a skilled Commercial Insurance Advisor to join our team in the Nantes area. As a key member of our brokerage firm, you will be responsible for providing expert insurance solutions to our diverse client base.Key Responsibilities:Conduct thorough client assessments to identify insurance needs and develop tailored solutionsPresent...