Wealth Management Specialist Advisor

il y a 4 semaines


VillefranchesurMer, Provence-Alpes-Côte d'Azur, France MBway Temps plein

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 cultivate a portfolio of affluent clients, ensuring exceptional service delivery.
  • Identify and engage with potential high-value clients and entrepreneurs to broaden the client base.
  • Position the organization as a prominent entity in the wealth management sector.
  • Guarantee that investment strategies align with client objectives and expectations.

Candidate Profile:

  • Must exhibit diligence, independence, enthusiasm, and strong organizational skills.
  • Possess outstanding interpersonal skills to foster client relationships.
  • Proficient in utilizing Microsoft Office applications.
  • Exhibit strong listening abilities and a commitment to customer service excellence.

Position Details:

  • Contract Type: Apprenticeship
  • Duration: 12 to 24 months, full-time
  • Compensation: Determined by age and educational background


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