Wealth Management Advisor

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...

About the RoleAs a Customer Success Advisor, you will play a vital role in ensuring customer satisfaction and fostering long-term relationships with our valued clients. You will be part of a collaborative team dedicated to providing exceptional service and support.Key ResponsibilitiesCollaborate with a team of colleagues to deliver outstanding customer...

Job Title: Advisor for Complementary Retirement ServicesLocation: FranceDescription:Manage contracts for client companies to ensure accuracy and compliance.Update and review client data, addressing any issues that may arise.Handle communication with clients via various channels, providing timely and effective support.Contribute to maintaining high-quality...

Job OpportunityWe are seeking a talented and motivated individual to join our team at MBway as a Client Relationship Manager. This role offers a unique opportunity to develop your skills in a dynamic and rapidly evolving banking environment.Key Responsibilities:Prospect and retain clients within your portfolio through targeted outreach and engagement.Provide...

Company OverviewHappy Recrutement is proud to partner with a reputable accounting firm in the Var region, known for its perfect balance between work and personal life. The firm is seeking a dynamic and experienced Assistant Comptable to join their team in Vinon sur Verdon.Job SummaryThe successful candidate will be responsible for managing a portfolio of...

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...

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...

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 the RoleThis is a unique opportunity for an experienced private banker to join LHH Luxembourg and take on the development and management of a portfolio of UHNW Dutch private clients based in Europe.Key ResponsibilitiesDevelop and manage a portfolio of high net worth individuals based in EuropeProvide exceptional client service and build strong...

Natixis Wealth Management recherche un Stage - 6 mois - Spécialiste des opérations financières F/H dans notre équipe de financement.MissionVous participerez à l'analyse et à la gestion de dossiers de crédit en collaboration avec votre tuteur.Vous serez chargé de la mise à jour de l'outil Workflow crédit et de la révision des contraintes...

Natixis Wealth Management : Mettre notre expertise au service de vos progrèsRejoignez notre équipe de gestion de fortune en tant que Banquier privé et participez à la croissance de notre portefeuille clients !Missions et responsabilitésDévelopper et gérer un portefeuille de clients privésConcevoir et mettre en œuvre des stratégies...

Vous rejoignez l'équipe de Natixis Wealth Management en tant que Gestionnaire de patrimoine privé.Au quotidien, vous aurez pour missions de :Développer un fonds de commerce via les réseaux Banque Populaire, Caisse d'Epargne et Natixis ;Élargir la clientèle grâce à des démarches de prospection directe ;Participer à la mise en œuvre de la...

Fonction principaleVous rejoignez la direction finance de Natixis Wealth Management en tant que contrôleur de gestion. Vous aurez pour mission de produire, de valider et de mettre à disposition des indicateurs de performance de la direction commerciale. Vous serez responsable de la production, de la fiabilisation, des encours de crédit et de la diffusion...

Senior Social Legal Advisor A day in the life of a Senior Social Legal Advisor As a Senior Social Legal Advisor, you provide professional advice on social law and support management and your colleagues in ensuring a constructive social dialogue takes place within ING. Your activities will include: - following changes in social law and identifying which...

Société Générale Assurances is seeking a dedicated and driven Professional Client Advisor to join our team. In this role, you will play a vital part in providing tailored financial solutions to our valued clientele. As a Professional Client Advisor, your primary responsibility will be to build strong relationships with clients, understand their unique...

Finance Business Advisor - COO Employee | Accounting & Finance | Professional | Belgium | Brussels | Technical data function Work location : Brussel Possibility of 50% work from home on the basis of a team agreement Work schedule : 100% Sensitive Function : No PCP Function : No Role & work environment Within ‘Finance’, the team is part of the...

Cybersecurity advisor – Embedded Software Pacy-sur-Eure, FranceCDI, Permanent positionSalary: €70000 (Negotiable)2 days home working per week 5VTech has recently started supporting a multinational organisation that specializes in the field of energy management and automation. This company are looking for a Cybersecurity advisor with strong experience...

Finance Business Advisor - COO/Cost Consolidation Employee | Accounting & Finance | Professional | Belgium | Brussels | Technical data function Work location : Brussel Possibility of 50% work from home on the basis of a team agreement Work schedule : 100% Role & work environment Within ‘Finance’, the team is part of the CoE Cost Management and...

Job Title: Sales Advisor ApprenticeIndustry: Retail and Consumer GoodsContract: Apprenticeship ProgramProfessional Category: Sales and Service RepresentativeContract Duration: 12 monthsWork Schedule: Full-timeMission Description:Provide exceptional customer service in-store and online, ensuring a positive shopping experience for clients.Maintain visually...

About the RoleWe are seeking a highly skilled Regulatory Vigilance Advisor to join our team at Pierre Fabre Group. As a key member of our International Vigilances Unit, you will play a crucial role in ensuring the company's compliance with regulatory requirements and maintaining a robust vigilance system.Key ResponsibilitiesInternational Vigilances...

About Société Générale Assurances Société Générale Assurances is a leading insurance provider in France, dedicated to offering comprehensive financial solutions and fostering a diverse and inclusive workplace. Job Description: Premium Client Advisor As a Premium Client Advisor, you will play a pivotal role in guiding high-net-worth clients through...

About Us:Crédit Mutuel Alliance Fédérale stands as a prominent entity in the financial services and insurance landscape. Our mission is to deliver cohesive 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 SummaryWe are seeking a highly skilled and experienced Senior Agency Manager to lead our team at GMF. As a key member of our management team, you will be responsible for driving commercial success and enhancing local brand presence.Key ResponsibilitiesTeam Leadership: Lead and develop a team of 2 customer advisors, providing coaching and support for...

Internship - Full-time - Brussels - English Master’s degree Introduction Within Finance Business Advice (FBA) we are looking for an intern to assist our team. Our crew is perfectly situated to financially navigate the business through a rapidly changing banking environment with rising interest rates, high inflation, and a challenging geopolitical...

Description du posteNotre agence Adéquat Saint-Junien recrute un ou une Responsable de site adjoint (F/H) en CDI située à Mézières sur Issoire pour un client spécialisé en Agriculture.Soutenu par un responsable secteur et un conseiller d'élevage, vous serez accompagné dans vos missions de tous les jours. Vous avez une formation en agriculture?...