Patrimony Asset Manager

il y a 4 jours


Nantes, Pays de la Loire, France Groupama-fr Temps plein

About the Role

We 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 Responsibilities

  • Analyze clients' financial situations and provide personalized recommendations for their patrimony assets
  • Develop and maintain relationships with clients to understand their financial goals and objectives
  • Collaborate with internal and external stakeholders to identify opportunities for growth and improvement
  • Stay up-to-date with market trends and regulatory changes to ensure clients' assets are optimized

Requirements

  • Minimum 6 years of experience in wealth management or a related field
  • Strong knowledge of financial markets and regulations
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package

Location

France, Auvergne-Rhône-Alpes region


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