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

Galileo

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

Job Summary

  • You will manage and update client files under the supervision of the firm's manager.
  • The role involves preparing necessary documents for client meetings and ensuring regulatory compliance.
  • You will also assist in client relations and support business development efforts.

Matching Summary

You will manage and update client files under the supervision of the firm's 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 preferred

Work Rights

Not specified

Tailored Resume

Cover Letter