Alternance – Assistant.e En Gestion De Patrimoine (h/f)

Galileo

Rennes, France
Client service orientation
Proficient with it tools
Knowledge of financial regulations
The position involves managing clients' wealth and retirement savings

Job Summary

  • The position involves managing clients' wealth and retirement savings.
  • You will represent clients with insurance companies for various management actions.
  • The role includes structuring the CRM for wealth management and ensuring regulatory compliance.

Matching Summary

The position involves managing clients' wealth and retirement savings.

Skills & Requirements

Must-have

  • Client service orientation
  • Proficient with IT tools
  • Knowledge of financial regulations

Nice-to-have

  • Strong organizational skills
  • Ability to work in a team
  • Attention to detail

Key Requirements

  • No specific educational requirements mentioned

Work Rights

Not specified

Tailored Resume

Cover Letter