LOG IN
SIGN UP
Back to jobs
Job description
A key role in wealth management within Société Générale's retail banking network, responsible for providing comprehensive financial advisory services to clients. The role involves managing client portfolios, offering personalized financial solutions, and contributing to the bank's commercial development in the Strasbourg region.
Provide comprehensive financial advisory services to clients, including portfolio management, financial and estate planning, and optimization of client wealth. Primary responsibilities include counseling clients on financial products like real estate, life insurance, savings, and inheritance planning, while managing operational risks and developing new client relationships.
Requires a Master's degree (Bac+5) in wealth management or patrimony law with several years of portfolio management experience. Must possess deep understanding of banking sector specifics, legal, fiscal, and financial regulations. Requires AMF certification, strong analytical skills, methodical approach, and ability to stay updated on legislative changes affecting financial operations.
Offers competitive compensation package including fixed and variable salary, performance bonuses, additional leave days, flexible working arrangements, restaurant vouchers, banking and housing advantages, comprehensive healthcare, and opportunities for internal mobility and career progression within Société Générale's extensive retail banking network.
All Rights Reserved | 2024 | Canary Wharfian