Conseiller en Gestion de Patrimoine au sein d'un cabinet de conseil, proposant des solutions patrimoniales pour clients particuliers et professionnels. Relation de proximité et grande autonomie dans la gestion de l'activité.
About the role
- Business Analyst, Tester, Coordinator for banking projects at MT-ifs focusing on risk management and IT infrastructure. Involves collaboration on projects and potential travel to Germany and Luxembourg.
Responsibilities
- Participation in various banking projects as a Business Analyst, Tester, Coordinator, Project Management Officer, etc.
- Line support (e.g., in bank operations, risk controlling, regulatory reporting)
- Where applicable, project-related data processing using VBA, Excel, Access, SQL, Python, R
- Willingness to travel for projects within Germany (particularly Düsseldorf and Frankfurt) and to Luxembourg is required
Requirements
- Completed academic degree (Mathematics, Physics, Business Informatics, Economics, Business Administration, etc.)
- Strong sense for appropriate task prioritization
- High flexibility and resilience under pressure
- Independent, analytical and structured working style
- Open manner and friendly, reliable interaction with clients and colleagues
- High degree of team spirit and team orientation
- Very good German language skills
- At least working knowledge of English
- Ideally, solid experience with data processing (VBA/Excel, VBA/Access, SQL, etc.)
Benefits
- Positive working environment with opportunities to continuously develop professional expertise
- Internal knowledge sharing and training
- Performance-related, competitive compensation
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Wealth Management Advisor position at Humanis Partners focusing on advising and providing financial solutions. Seeking candidates with expertise in finance and a strong client relationship background.
Wealth Management Advisor providing financial advice and solutions in Chambéry. Focused on client relationships and independent decision - making within a large group structure.
Conseiller en gestion de patrimoine vendant des solutions patrimoniales et immobilières. Autonomie dans la gestion et accompagnement par un grand groupe en France.
Conseiller en Gestion de Patrimoine pour une filiale d'un groupe d'assurances. Mission de conseil et de vente de solutions patrimoniales et immobilières à Chaumont.
Conseiller en Gestion de Patrimoine chez Humanis Partners à Rodez. Vendre des solutions patrimoniales et immobilières tout en développant des relations proches avec les clients.
Wealth Management Advisor providing financial solutions and optimizing wealth for clients in Paris. Close relationships with clients, focusing on financial planning and asset management.
Conseiller en Gestion de Patrimoine pour un cabinet de conseil. Expert dans la vente de solutions patrimoniales et immobilières à des clients particuliers et professionnels.
Conseiller en gestion de patrimoine au sein d'une entreprise spécialisée en fiscalité et succession. Vendre des produits patrimoniaux à des clients particuliers et professionnels.
Conseiller stratégique, communication corporative chez Pharmascience. Développer des stratégies pour engager les employés et renforcer la visibilité de l’entreprise.