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

Galileo Global Education

Nantes, France
Knowledge in wealth management
Proficiency in office tools
Regulatory compliance awareness
You will be responsible for managing and updating client files

Job Summary

  • You will be responsible for managing and updating client files.
  • The role involves preparing necessary documents for client meetings.
  • You will assist in the economic and legal monitoring to support the evolution of advice offered.

Matching Summary

You will be responsible for managing and updating client files.

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