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Job description
A wealth management banker role at Société Générale in Carcassonne, focusing on providing comprehensive financial advisory services to clients. The ideal candidate will help clients optimize their financial portfolios, manage assets, and develop personalized wealth strategies across different investment domains.
Primary responsibilities include counseling clients on patrimony management, proposing tailored financial products and services, managing risks associated with financial operations, identifying and meeting new high-net-worth clients, collaborating with specialized consultants, and maintaining vigilance on regulatory and legal developments in the banking sector.
Candidates must possess a Master's degree (Bac+5) in patrimony management or financial law, with several years of experience in client portfolio management. Requires AMF certification, strong analytical skills, methodical approach, deep understanding of banking legal and financial specificities, and permanent monitoring of legislative evolutions.
Société Générale offers competitive compensation including fixed and variable salary, performance bonuses, additional leave, flexible work arrangements, company restaurant benefits, advantageous banking and housing benefits, comprehensive healthcare, and opportunities for professional development and internal mobility.
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