Alternance -  assistant(e) En Gestion De Patrimoine (h/f)

Galileo Global Education

Montpellier, France
Knowledge in wealth management
Proficiency in office tools
Regulatory compliance awareness
You will manage and update client files under the supervision of the office manager

Job Summary

  • You will manage and update client files under the supervision of the office manager.
  • The role includes preparing necessary documents for client meetings and ensuring regulatory compliance.
  • You will also assist in client relations and support commercial development activities.

Matching Summary

You will manage and update client files under the supervision of the office manager.

Skills & Requirements

Must-have

  • Knowledge in wealth management
  • Proficiency in office tools
  • Regulatory compliance awareness

Nice-to-have

  • Strong organizational skills
  • Good analytical abilities
  • Professional discretion

Key Requirements

  • Bac +2 to Bac +5 in finance
  • First experience in wealth management or banking

Work Rights

Not specified

Tailored Resume

Cover Letter