Conseiller en Gestion de Patrimoine en alternance H/F, Île-de-France
Société Générale
Location: Île-de-France, France
Position: Alternance - Conseiller en Gestion de Patrimoine H/F
Company Overview
Société Générale supports 8 million retail clients and 466,000 professional clients, associations, and companies by providing tailored financial solutions.
Responsibilities
1. Assist in drafting investment proposals and asset allocations.
2. Help prepare client meetings and ensure completeness of files (analysis of deposits, existing reports, proposed products).
3. Serve as a liaison between local actors and the Wealth Management Advisor.
4. Create spreadsheets to monitor activity.
5. Participate in all stages of client relations (discovery, recommendation, sale, and follow-up).
6. Assist in client interviews, subject to client approval.
Candidate Profile
* Holder of a Bac+3 level qualification.
* Curious, dynamic, autonomous, and good at building relationships.
* Proficient in Microsoft Office.
Additional Information
Registration at IFCV is free; candidates incur no costs.
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