Cette offre n’est plus disponible.

Wealth Management Assistant

Stage(6 mois)
Salaire : Non spécifié
Début : 31 décembre 2022
Télétravail non autorisé
Expérience : < 6 mois
Éducation : Bac +4

NORMAN K
NORMAN K

Cette offre vous tente ?

jobs.faq.title

Le poste

Descriptif du poste

In collaboration with the different entities of the group, your main missions will be :

  • Permanent liaison with our partners
  • Follow-up on the good execution of account operations
  • Management of administrative, compliance and clients files.
  • Help in the preparation of clients appointments
  • Management of client requests
  • Assisting the Relationship Manager(s) in the performance of their activities
  • Maintain a permanent link with the investment, financing, corporate advisory, and legal teams.
  • Participate in asset engineering and financial planning missions (carrying out studies and audits)

Profil recherché

More than a CV, we are looking for personalities! You are the ideal candidate if you are studying a Master in Wealth Management at a Business school or University and you are looking for your first experience in contact with banks and customers. You are dynamic, and autonomous while enjoying working in a team. You are organized and responsive with good interpersonal skills and always have customer satisfaction in mind.

Join us? It’s sharing our values : Expertise, Entrepreneurship, Innovation, Empathy, Humanity.

Envie d’en savoir plus ?

D’autres offres vous correspondent !

Ces entreprises recrutent aussi au poste de “Accounting”.

Voir toutes les offres