5 дней назад
Private Wealth Management, Wealth Management Professional, Analyst, Paris (Wealth Management)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Wealth Management, Wealth Management Professional, Analyst, Paris (Wealth Management): Supporting private wealth clients and sales teams through account onboarding, trade execution, liquidity management, advisory implementation, and transaction reconciliation with an accent on client service and operational control. Focus on coordinating wealth advisory services, managing cash balances and private banking services, and executing complex investment-related transactions.
Location: Paris, Ile-de-France, France; office-based role
Company
is a global investment banking, securities, and investment management firm founded in 1869, with offices worldwide.
What you will do
- Provide client service management and operational support to private wealth advisors and sales teams.
- Plan and manage new client account onboarding and provide prospective clients with an overview of reporting and web capabilities.
- Coordinate wealth advisory services, advisory business implementation, and portfolio rebalancing.
- Manage cash balances and private banking services across client accounts.
- Execute, process, and reconcile trading and other investment-related transactions.
- Act as a liaison with internal teams supporting the Private Wealth Management business.
Requirements
- 1–3 years of relevant professional experience.
- Fluent English language skills required.
- Proficient to advanced skills in Microsoft Office, including Excel, PowerPoint, Word, and Outlook.
- Strong organization, attention to detail, communication, and follow-through.
- Ability to manage multiple projects with competing deadlines and work in a fast-paced environment.
- Ability to analyze information, exercise independent judgment, handle confidential information, and build relationships with senior management and global stakeholders.
Culture & Benefits
- Training and development opportunities and firmwide professional networks.
- Diversity and inclusion programs supporting professional and personal growth.
- Benefits, wellness, personal finance offerings, and mindfulness programs.
- Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.
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