Sector Of Activity: Finance & Consulting
Role: The Wealth Manager plays a key role in the finance and advisory sector. They advise clients (high-net-worth individuals) on the management and optimization of their financial, real estate, and tax assets. They actively contribute to operational and strategic objectives, while ensuring quality and performance on a daily basis.
Main Activities: Oversee the implementation of projects or interventions; plan and coordinate daily tasks; analyze needs and propose appropriate solutions
Secondary Activities: Attend team meetings; Participate in ongoing training
Technical Skills (Hard Skills): Financial analysis, Accounting, Excel modeling, Budget management, Regulatory compliance
Personal Skills (Soft Skills): Critical thinking, Discretion, Organizational skills, Reliability, Logical thinking
Required Diploma Or Certifications: Bachelor's or Master's degree in finance, economics or management
Average Salary (Min → Max): €2500 - €8000 / month