Wealth Management Engineer

Vos missions au quotidien

• Assist wealth management advisors and the leadership of the wealth management team.
• Conduct wealth and tax assessments for clients and provide recommendations.

Skills

• You have significant experience in the banking or financial sector.
• You have a very good understanding of investment products and their risks.
• You have an excellent understanding of investment products and their risks.
• You have a very good understanding of the legal and tax environment related to wealth management.

Et si c'était vous ?

• You enjoy working in a stimulating environment.
• You work independently while also taking the initiative.

Pourquoi nous ?

• The diversity of our professions inspires you.
• The Group fosters team spirit and encourages internal mobility.

Job Description

Join our team as a Wealth Management Engineer! You will work on complex wealth management issues and help develop our service offerings. Programming and regular data entry into our wealth management system. You will prepare meetings to present wealth management solutions. You have a degree from a prestigious university, a university, or an equivalent institution, and you have significant initial experience at a wealth management consulting firm or a private bank.

What to expect during and after your time with us

• Are you in the process of changing careers or have you just graduated? We are confident that your background is a good fit for this position, and we are committed to supporting your professional growth.