Consultant for glass technology advising architects and clients. Supporting SEMCO's customer engagement and project management across multiple locations in Germany.
About the role
- Wealth Management Advisor analyzing client portfolios and developing personalized investment strategies. Building strong relationships with clients and collaborating with financial experts while ensuring regular performance evaluations.
Responsibilities
- Analyser les portefeuilles clients pour offrir des conseils personnalisés en gestion de patrimoine
- Élaborer des stratégies d'investissement adaptées aux objectifs financiers des clients
- Assurer un suivi régulier et proactif de la performance des investissements
- Développer et entretenir des relations solides avec les clients pour comprendre leurs besoins évolutifs
- Collaborer avec des experts internes pour optimiser les solutions patrimoniales proposées
- Effectuer une veille économique et financière pour anticiper les tendances du marché
- Participer à des réunions et événements professionnels pour élargir le réseau de clients
- Rédiger des rapports et recommandations clairs pour les clients et les parties prenantes
Requirements
- Expérience professionnelle de 4 ans minimum dans la gestion de patrimoine
- Maîtrise des outils d'analyse financière
- Compétences avérées en communication
- Capacité à établir et maintenir des relations clients durables
- Solides aptitudes en conseil et accompagnement personnalisé
- Connaissance approfondie des produits financiers et fiscaux
- Aptitude à travailler de manière autonome et en équipe
- Sens de l'écoute et de l'empathie pour comprendre les besoins clients
Benefits
- Tickets restaurants
- Mutuelle
- Chèques cadeaux
- 50% Transports
- RTT
- Téléphone
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Consultant for International Professionals at Diakonisches Werk in Germany. Supporting integration and advising international professionals for recognition as educators or caregivers.
Therapist providing compassionate care in La Mesa area. Seeking licensed professionals committed to clinical excellence and patient well - being.
Licensed Therapist at LifeStance Health addressing patient needs and supporting mental wellness. Join a leading behavioral health practice focused on unified mental and physical healthcare.
Juvenile Detention Counselor supporting at - risk youth in Pittsburgh's juvenile justice system. Working with courts, police, and service providers to ensure a safe environment for youth.
Counselor providing individual client and group therapy as part of an interdisciplinary treatment team. Responsible for assessments, goal setting, and client documentation in Worcester, MA.
Private Banking Advisor providing financial guidance through PostFinance's services in Switzerland. Advising clients on investment, retirement planning, and mortgages in person and remotely.
Regional Business Coach conducting entrepreneur rounds and individual coaching as a freelancer in a hybrid setup.
Financial Care Counselor at Duke Vascular Surgery managing patient accounts based on compliance and insurance requirements. Ensuring accurate billing and aiding in patient financial management.
Technical Advisor supporting clean energy projects by ensuring compliance and providing expertise in wind farm installations. Collaborating with clients and contractors for project success.