Conseiller En Gestion De Patrimoine En Alternance - Paris

Galileo

Paris, France
Analyse de la situation patrimoniale
Stratégies patrimoniales personnalisées
Suivi des portefeuilles clients
This alternance contract allows you to combine cutting-edge academic theory with enriching professional practice within a company

Job Summary

  • This alternance contract allows you to combine cutting-edge academic theory with enriching professional practice within a company.
  • You will analyze clients' financial and fiscal situations and develop personalized wealth strategies.
  • Candidates will benefit from quality training while gaining concrete experience.

Matching Summary

This alternance contract allows you to combine cutting-edge academic theory with enriching professional practice within a company.

Skills & Requirements

Must-have

  • Analyse de la situation patrimoniale
  • Stratégies patrimoniales personnalisées
  • Suivi des portefeuilles clients

Nice-to-have

  • Aisance relationnelle
  • Sens du service client
  • Rigueur et organisation

Key Requirements

  • Bac +4/5
  • Bonne connaissance des produits financiers
  • Capacité d'analyse et de synthèse

Work Rights

Not specified

Tailored Resume

Cover Letter