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Client Portfolio Advisor in Wealth Management H/F
Il y a 2 mois
Are you ready to embark on a rewarding career in the dynamic financial services industry? If you have a passion for managing client relationships and engaging in wealth management initiatives, this role could be the perfect fit for you.
- Identifying and nurturing potential clients within your designated portfolio,
- Offering expert guidance on wealth management strategies (investments, financial placements...),
- Working collaboratively with team members to improve overall client satisfaction,
- Maintaining the integrity and accuracy of client information in line with financial regulations.
Candidate Profile:
We are in search of a Client Portfolio Advisor who possesses:
Attention to detail,
Effective communication skills,
Strong relationship-building abilities.
A drive for success and enthusiasm for challenges are highly appreciated.
Qualifications:
Apprenticeship contract,
A Bachelor's degree is preferred,
Compensation range: 1,290.00€ to 1,970.00€ per month (based on age, experience, and qualifications)
