Offer summary
Qualifications:
At least 3 years of experience in insurance, private banking, or corporate banking, Degree in Wealth Management M1 or M2 required.Key responsabilities:
- Analyze clients' financial needs and objectives
- Develop tailored wealth management strategies
- Provide advice on financial products and allocation
- Conduct market studies and financial analyses
- Manage and follow up on client portfolios, Foster and expand existing client base
- Stay updated on regulatory and legal matters in wealth management
- Participate in meetings and events to promote company services
