Private Banking Assistant Advisor

Il y a 2 mois


Nantes, Pays de la Loire, France MBway Temps plein

Embark on a Rewarding Career in Wealth Management with MBWAY

MBWAY Angers, a renowned network of 18 Management schools within the ESPL Campus, is dedicated to providing exceptional education for students, young professionals, and working individuals. Our state-recognized programs (RNCP titles at levels I, VI, and VII) empower you to achieve your career aspirations.

We are currently seeking a highly motivated and driven individual to join our esteemed team as a Private Banking Assistant Advisor through an apprenticeship program with one of our leading banking partners. This unique opportunity allows you to simultaneously pursue a Bachelor's degree in Wealth Management (RNCP level 7) and gain invaluable experience in personalized financial advice for both private and professional assets.

Responsibilities:
  • Cultivate and manage client relationships within Private Banking portfolios, fostering strong connections and understanding their unique financial needs.
  • Prepare comprehensive documentation with the guidance of experts, ensuring accuracy and adherence to industry standards based on the complexity of each case.
  • Deliver exceptional customer service while upholding strict compliance, ethical conduct, and robust risk management practices.
Benefits:
  • Experience a streamlined digital recruitment process with three distinct stages, designed for efficiency and clarity.
  • Enjoy a favorable work-life balance with fixed working hours and convenient proximity to your residence.
  • Benefit from meal vouchers and access to CSE (Employee Social Fund) programs, enhancing your overall well-being.
  • Participate in profit-sharing and employee ownership schemes, aligning your success with the company's growth.
  • Receive dedicated support and accessible resources for continuous skills development, ensuring your professional advancement.
  • Unlock the potential for a permanent position upon successful completion of the apprenticeship program.
  • Embrace an inclusive work environment that values accessibility for individuals with disabilities.


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