Wealth Management Consultant

il y a 4 semaines


Caen, Normandie, France Gan Patrimoine Temps plein

Exciting Career Development Opportunity

About Our Company

Gan Patrimoine is seeking a dedicated and skilled Wealth Management Consultant to enhance our team. Our consultants are essential in assisting clients with a variety of financial strategies, including savings plans, investment portfolios, real estate options, tax efficiency, retirement strategies, and insurance solutions.

What We Provide

  • A varied clientele to engage with
  • Thorough initial training and continuous support
  • Help in coordinating wealth management seminars
  • Access to legal and tax consultancy services
  • Utilization of cutting-edge technology for improved productivity
  • Attractive incentives and recognition for outstanding achievements

Ideal Candidate Profile

  • Entrepreneurial spirit
  • Experience in finance, insurance, real estate, or brokerage
  • Excellent networking and sales capabilities
  • Self-motivated and able to work autonomously
  • Focused on results and client satisfaction

If you are eager to embrace this opportunity and contribute to a vibrant team, we encourage you to consider joining our organization.

Become Part of Our Team


  • Global Wealth Manager

    il y a 3 jours


    Caen, Normandie, France Manulife Insurance Malaysia Temps plein

    Job DescriptionJob Title: Global Wealth ManagerJob Summary:We are seeking a highly motivated and detail-oriented Global Wealth Manager to join our team at Manulife Insurance Malaysia. As a Global Wealth Manager, you will be responsible for managing and growing our clients' wealth and assets, providing expert advice and guidance to help them achieve their...

  • Private Wealth Consultant F/H

    il y a 4 semaines


    Caen, Normandie, France BRED Temps plein

    Are you ready to take your career to the next level in the financial services industry?BRED Banque Populaire is on the lookout for a dedicated Private Wealth Consultant to enhance our team. Become part of a forward-thinking and responsible banking institution that prioritizes community engagement, collaboration, and innovation.Position: Private Wealth...

  • Global Wealth Manager

    il y a 4 jours


    Caen, Normandie, France Manulife Insurance Malaysia Temps plein

    Job SummaryWe are seeking a highly motivated and detail-oriented Global Wealth Manager to join our team at Manulife Insurance Malaysia. As a key member of our Operations team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesUtilize analytical skills and critical thinking to identify business...


  • Caen, Normandie, France Manulife Insurance Malaysia Temps plein

    Global Wealth Management Graduate Program At Manulife Insurance Malaysia, we pride ourselves on being a premier financial services organization dedicated to simplifying decisions and enhancing the lives of our clients and team members globally. Our commitment to values drives our operations, from our environmental efforts to our community support...


  • Caen, Normandie, France Manulife Insurance Malaysia Temps plein

    Global Wealth & Asset Management New Graduate ProgramJoin a prominent financial services organization dedicated to simplifying decisions and enhancing the lives of our clients and team members worldwide.Our commitment to values is evident in our environmental efforts and community contributions.Embark on your career journey with our dynamic New Graduate...

  • Personal Banking Advisor F/H

    il y a 4 semaines


    Caen, Normandie, France BRED Temps plein

    Are you ready to elevate your career in the financial services industry?BRED Banque Populaire is on the lookout for a dedicated Private Wealth Consultant to enhance our team. Become part of a forward-thinking and responsible banking institution that prioritizes community engagement, collaboration, and innovation.Position: Private Wealth ConsultantKey...

  • Sales Consultant

    il y a 5 jours


    Caen, Normandie, France ZAPA (Groupe Brand Sisters) Temps plein

    About the RoleWe are seeking a highly motivated and customer-focused Sales Consultant to join our team at ZAPA (Groupe Brand Sisters). As a Sales Consultant, you will be responsible for providing exceptional customer service and ensuring a personalized shopping experience for our clients.Key ResponsibilitiesAssist customers in finding the perfect products...

  • Sales Consultant

    il y a 2 jours


    Caen, Normandie, France ZAPA (Groupe Brand Sisters) Temps plein

    About the RoleWe are seeking a highly motivated and customer-focused Sales Consultant to join our team at ZAPA (Groupe Brand Sisters). As a Sales Consultant, you will be responsible for providing exceptional customer service and ensuring a personalized shopping experience for our clients.Key ResponsibilitiesAssist customers in finding the perfect products...


  • Caen, Normandie, France Bank of Montreal Temps plein

    Job SummaryWe are seeking a highly skilled Investment Specialist, Mutual Funds to join our team at the Bank of Montreal. As a key member of our Wealth Sales and Service team, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesUnderstand customer needs and provide wealth and...

  • Technical Consultant

    il y a 2 semaines


    Caen, Normandie, France PROXIAD Temps plein

    **About Proxiad**Proxiad is a leading Digital Service Company based in Normandy, France, and a subsidiary of Proxiad Group. With a strong presence in the region, we have around 100 employees who share a common goal: to deliver exceptional digital services to our clients.**Our Values**We prioritize employee growth and foster a supportive environment that...

  • Sales Consultant in Store

    il y a 3 jours


    Caen, Normandie, France IRFA Temps plein

    As part of the preparation of a Retail Sales Consultant (recognized by the State at level 4) title within IRFA Formation in Hérouville-Saint-Clair, a partner company specializing in ready-to-wear and lingerie based in Caen is looking for its future Sales Consultant in alternance. ACTIVITIES & MISSIONS: Manage and animate the point of sale Provide advice...


  • Caen, Normandie, France FORTIL SUD EST Temps plein

    Présentation de l'entreprise :Le groupe FORTIL SUD EST est un cabinet de conseil et un bureau d'études qui se spécialise dans l'ingénierie depuis plusieurs années. Avec une équipe de près de 250 professionnels, nous nous engageons à favoriser la croissance et le développement personnel de nos collaborateurs.Environnement Technique :Nos ingénieurs...


  • Caen, Normandie, France MBway Temps plein

    Consultant en recrutement en alternance MBway est une école de commerce et de management qui propose des cursus allant du Bac+3 au Bac+5, axés sur l'employabilité. Avec 18 campus en France, nous offrons 12 spécialisations jusqu'au niveau Bac+5. Formation: Nous proposons une formation de 24 mois en contrat d'alternance, permettant d'obtenir un Titre...


  • Caen, Normandie, France MBway Temps plein

    École : L'établissement de commerce et de management propose des formations allant du Bac+3 au Bac+5. L'employabilité est au cœur de sa pédagogie, avec 18 campus en France et 12 spécialisations jusqu'au BAC+5. Formation : Vous vous engagerez dans un contrat d'alternance de 24 mois, visant à obtenir un (Titre certifié de niveau 7 – Bac+5...


  • Caen, Normandie, France Bank of Montreal Temps plein

    Job Summary:We are seeking a highly skilled Senior Investment Professional to join our team at the Bank of Montreal. As an Investment Specialist, you will play a key role in providing wealth and investment-related sales and service to our customers and prospects.Key Responsibilities:Provide exceptional customer service and support to clients and team...


  • Caen, Normandie, France MBway Temps plein

    École : L'école de commerce et de management offre des formations allant du Bac+3 au Bac+5. Elle place l'employabilité au centre de sa pédagogie et dispose de 18 campus en France, proposant 12 spécialisations jusqu'au BAC+5. Formation : Vous vous engagerez dans un contrat d'alternance de 24 mois, visant à obtenir un (Titre certifié de ...

  • UI/UX Designer Consultant

    il y a 4 jours


    Caen, Normandie, France AFTEC Temps plein

    Job Type: Consultant UI/UX DesignerAFTEC's Campus in Caen offers a dynamic environment with over 1800 students, providing training in various tertiary fields. We are seeking a Consultant UI/UX Designer in an alternating MBA program for our partner company.Main Responsibilities:Design and improve user interfaces for web projects, mobile applications, and...

  • Sales Consultant CRC 14 H/F

    il y a 4 semaines


    Caen, Normandie, France Groupama-fr Temps plein

    Position Title: Sales Consultant CRC 14 H/FWe are seeking a dedicated professional to join our team as a Sales Consultant. This role is essential for driving our sales initiatives and enhancing client relationships.Educational Requirements: A Bachelor's degree in sales or a related field is mandatory.Communication Skills: The ideal candidate will possess...

  • Sales Consultant CRC 14 H/F

    il y a 4 semaines


    Caen, Normandie, France Groupama-fr Temps plein

    Position Title: Sales Consultant CRC 14 H/FRequired: Bachelor's degree in sales or a related fieldStrong communication abilities are essentialOpen-minded with proficiency in sales methodologiesCollaborative team player with a strong commercial senseExperience in outbound call centers is advantageousContract Type: CDITelework: Not AvailableLocation: Caen,...


  • Caen, Normandie, France FORTIL SUD EST Temps plein

    À propos de FORTIL SUD ESTFORTIL SUD EST est un groupe de conseil et de bureau d'études qui déploie son activité d'ingénierie depuis 2009. Présent sur le territoire national, le groupe compte près de 250 salariés avec un objectif commun : grandir et faire grandir.Votre environnement techniqueNos ingénieurs en électricité pilotent les activités de...