Job Description
Actively promote the bank's commercial strategy and wealth management services.Guide clients in structuring and optimizing their overall wealth, potentially in collaboration with the specialized legal team on estate planning.Maintain and deepen relationships with existing clients.Actively prospect potential clients and develop long-term client relationships for the bank.Thrive in a collaborative financial environment.|Shape client wealth management strategies.Strong background in financial services and wealth management.Excellent client relationship management skills.Proactive and strategic thinker with a client-focused approach.Ability to work collaboratively with a specialized team.Strong communication and interpersonal skills both in English AND FrenchOur client is a leading financial institution renowned for its expertise in personalized wealth management. They offer a wide range of services aimed at optimizing and safeguarding client wealth, including estate planning, asset management, and financial planning. With a client-centric approach, they build long-term relationships founded on trust and tailored financial advice.Competitive salary and comprehensive benefits package.Opportunities for professional growth and development.Supportive and dynamic work environment.Access to specialized training and resources.Michael Page
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