Conseiller Patrimonial En Alternance - Lyon

Galileo

Lyon, France
Bac +3 required
Master's in wealth management
Proficiency in office suite
This position offers a valuable opportunity to assist in preparing client meetings and ensuring the completeness of files

Job Summary

  • This position offers a valuable opportunity to assist in preparing client meetings and ensuring the completeness of files.
  • You will manage relationships between local stakeholders and the Wealth Management Advisor.
  • The role includes creating activity tracking spreadsheets.

Matching Summary

This position offers a valuable opportunity to assist in preparing client meetings and ensuring the completeness of files.

Skills & Requirements

Must-have

  • Bac +3 required
  • Master's in Wealth Management
  • Proficiency in Office Suite

Nice-to-have

  • Curious and dynamic personality
  • Good interpersonal skills
  • Autonomous worker

Key Requirements

  • Bac +3 education
  • Desire to pursue a Master's degree
  • Experience in wealth management

Work Rights

Not specified

Tailored Resume

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