Wealth Management Advisor

About the OpportunityTALEXIM is a team of recruitment specialists dedicated to serving businesses in their territory!Our Lyon team offers:Economic independence with personalized and facilitating supportJoining a structure specializing in wealth managementIntegrating a position as a Financial Advisor in the Saône and Loire region (71)MissionWhat We Offer:As...

About TALEXIM TALEXIM is a team of recruitment specialists dedicated to supporting businesses in the region. We specialize in connecting talented individuals with exciting opportunities in various sectors. Responsibilities As a Wealth Management Consultant, you will play a crucial role in guiding clients, both individuals and professionals, towards...

About the OpportunityTALEXIM is a team of recruitment specialists dedicated to serving businesses in our region!Our Lyon team offers:-> Independence with personalized and facilitating support-> Joining a structure specializing in wealth managementby integrating a position of Financial Advisor in the Saône and Loire region (71)MissionWhat We Offer:As a...

Job Title: Commercial Advisor - Romenay Agency (71) M/FJob Overview:Manage and provide guidance to a designated client portfolio under the auspices of Groupama.Initiate client acquisition strategies and ensure client retention by assisting them in their endeavors.Facilitate activities and meetings to uncover and address client needs.Engage actively within...

About the OpportunityTALEXIM is a team of recruitment specialists dedicated to serving businesses in our region!Our Lyon team offers:-> Independence with personalized and facilitating support-> Joining a structure specializing in wealth managementby integrating a position of Financial Advisor in the Saône and Loire region (71)MissionWhat We Offer:As a...

About the Company:CRIT Chalon sur Saône is a leading customer relations specialist, dedicated to delivering exceptional service to its clients. As a specialist in customer relations, we are seeking a talented Customer Advisor to join our team.About the Position:We are recruiting a Customer Advisor to handle incoming and outgoing calls from clients,...

About the Company:CRIT Chalon sur Saône is a leading customer relations specialist, dedicated to delivering exceptional service to its clients. As a specialist in customer relations, we are seeking a talented Customer Advisor to join our team.About the Position:We are recruiting a Customer Advisor to handle incoming and outgoing calls from clients,...

Job Title: Commercial Advisor - Romenay Agency (71) M/FJob Overview:As a Commercial Advisor at Groupama, you will be responsible for managing and advising a diverse portfolio of clients. Your role will involve:Building and nurturing relationships with clients to understand their needs and provide tailored solutions.Implementing strategies to attract new...

Company Overview:ORIENTACTION EMPLOI is a prominent recruitment agency that operates across various industries. We assist our partner organizations in sourcing qualified candidates while providing guidance to job seekers in their career endeavors. Our agency presents a range of employment options, including permanent, temporary, and freelance roles, tailored...

About Réseau EverestWe are a prestigious brand looking for a dynamic and motivated individual to join our team as a Beauty Sales Consultant. As a Beauty Sales Consultant, you will have the opportunity to work from the comfort of your own home, selling our products through our e-commerce platform.Key ResponsibilitiesRepresent our brand and promote our...

Exciting Opportunity in the Beauty SectorWe are seeking passionate individuals to represent a renowned beauty brand through our e-commerce platform. This role offers the flexibility to work from home while promoting high-quality products.Key Responsibilities:Engage in a fulfilling activity that showcases a prestigious brand.Manage your own schedule with...

Become a part of the Domitys family Are you prepared to embrace a rewarding opportunity at Domitys? Role Overview Experience a distinctive work environment where your interpersonal abilities, persuasive nature, and compassion are valued more than formal qualifications. In this role, you will contribute to the commercial growth of the Residence by...

About the RoleWe are seeking a highly skilled and experienced consultant to join our team at Syndex, a leading expert in labor relations and economic affairs. As a consultant, you will play a key role in providing strategic advice and support to our clients, including elected representatives and trade unions.Key ResponsibilitiesAnalyze the economic,...

Position: Business Development Manager at CIC ESTIdentify, develop, and maintain a diverse portfolio of professional clienteleEngage with clients on both personal and business levelsProvide customized solutions and services tailored to the specific needs and projects of clientsEmphasize risk assessment and profitability within the client portfolioCollaborate...

Job SummaryWe are seeking a highly skilled and experienced Commercial Activity Manager to lead our Banque Digitale team. As a key member of our organization, you will be responsible for managing the commercial activity, ensuring the quality of customer relationships, and driving business growth.Key ResponsibilitiesManage a team of 8 commercial advisors to...

About the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at Capital Ressources. As a Financial Advisor - Private Wealth Management, you will be responsible for providing personalized financial services to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProspect and acquire new...

Job Overview:MBway is seeking a dedicated and knowledgeable Wealth Management Specialist Advisor to join our esteemed partner organization. This role offers a full-time opportunity within a structured apprenticeship program, designed to enhance your skills and provide substantial experience in the financial services industry.Key Responsibilities:Oversee and...

About the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at Capital Ressources. As a Financial Advisor - Private Wealth Management, you will be responsible for providing personalized financial planning and investment advice to our clients.Key ResponsibilitiesProspect and acquire new clients to expand our client...

Are you passionate about finance and eager to build a career in wealth management? MBway is seeking a driven and dedicated individual to join our team as a Client Advisor. In this role, you will have the opportunity to work directly with clients, providing expert advice on a range of financial products and services. You'll play a vital part in helping...

About the Role As a Premium Client Advisor, you will play a pivotal role in providing exceptional financial guidance and support to our high-net-worth clientele. You will be responsible for building strong relationships with clients, understanding their unique needs, and recommending tailored solutions that align with their financial goals. Key...

Are you ready to take on a rewarding role in the dynamic banking industry? If you have a passion for managing client relationships and engaging in wealth management initiatives, this position is ideal for you.Identifying and nurturing potential clients within your designated portfolio,Offering expert guidance on wealth management strategies, including...

About Us:Crédit Mutuel Alliance Fédérale stands as a prominent entity in the financial services and insurance industry. Our mission is to deliver comprehensive solutions tailored to the unique requirements of our members, emphasizing mutualism, innovation, and community-focused banking.Position Overview:In light of our organization’s growth and robust...

About Us:Crédit Mutuel Alliance Fédérale stands as a prominent entity in the financial services and insurance landscape. Our mission is to deliver comprehensive solutions that cater to the diverse needs of our members, emphasizing mutualism, innovation, and community-focused banking.Position Overview:In light of our organization’s growth and robust...

Job OpportunityMBway, a leading international management school, is seeking a Specialized Advisor in Wealth Management to join its team in the Lyon region. This is a unique opportunity to combine education and work experience.About the RoleYou will be responsible for managing, retaining, and developing a portfolio of high-net-worth clients, through...

Are you ready to embark on a rewarding career in the dynamic financial services industry? If you have a passion for managing client relationships and engaging in wealth management initiatives, this role could be the perfect fit for you.Identifying and nurturing potential clients within your designated portfolio,Offering expert guidance on wealth management...

Are you ready to embark on a rewarding career in the dynamic financial services industry? If you have a passion for managing client relationships and engaging in wealth management initiatives, this role could be the perfect fit for you.Identifying and nurturing potential clients within your designated portfolio,Offering expert guidance on wealth management...

Job Overview:MBway, a prominent international management institution, is seeking a dedicated specialist advisor in asset management for collaboration with our esteemed partners. This position offers a full-time commitment within a structured contract, providing an excellent opportunity for professional growth and hands-on experience in the financial services...

Job Overview:MBway, a renowned international management institution, is seeking a dedicated specialist advisor in asset management for collaboration with one of our esteemed partners. This role offers a full-time commitment under a contract lasting between 12 to 24 months, providing an excellent opportunity for professional development and hands-on...

MBway is seeking a driven and analytical Business Development Associate to contribute to our growing team in Lyon. This contract position offers an exceptional opportunity to gain valuable experience in the wealth management industry while pursuing a Bachelor's degree in the field. As a Business Development Associate, you will play a crucial role in...

**Job Summary**La Banque Populaire Rives de Paris is seeking experienced professionals to join its team as Client Advisors for Professionals. As a Client Advisor, you will be responsible for developing and managing a portfolio of professional clients with a turnover of up to €3 million.**Key Responsibilities:**Develop and maintain a portfolio of...

Position Overview:As a Senior Premium Client Advisor, you will play a pivotal role in providing tailored financial guidance to our esteemed clientele.Key Responsibilities:Support clients with their financial needs, including mortgage solutions and investment strategies.Identify and recommend appropriate financial products and services.Encourage the use of...

Role Overview:As a Senior Premium Client Advisor, you will play a crucial role in providing exceptional financial guidance to our esteemed clientele.Key Responsibilities:Support clients with financial solutions, including mortgage options and investment strategies.Advise on appropriate financial products and services tailored to individual needs.Encourage...

Position Overview:As a Senior Premium Client Advisor, you will play a crucial role in guiding affluent clients through their financial journeys.Key Responsibilities:Provide expert assistance in financial planning, including mortgage solutions and investment strategies.Advise clients on appropriate financial products and services tailored to their...

Job Title: Advisor/Manager of Insurance Benefits in GrenobleJob Type: Full-timeIndustry: InsuranceCompany: AG2R LA MONDIALEJob Summary:We are seeking a highly skilled and experienced Advisor/Manager of Insurance Benefits to join our team at AG2R LA MONDIALE. As an Advisor/Manager of Insurance Benefits, you will be responsible for managing simple and/or...

Position Overview: Social Protection and Wealth InspectorThe role of the Social Protection and Wealth Inspector involves ensuring that agents are equipped with the necessary skills and independence to excel in their roles. This position plays a crucial part in fostering the commercial development of designated agencies.Key Responsibilities:Facilitate...