Description
ESG in Tours is hiring an assistant Wealth Management Advisor for its partner company in Tours under a work-study apprenticeship contract. The role supports the Wealth Management team by preparing appointments, collecting client information, participating in wealth assessments and proposals, following up on client files, prospecting, retaining clients, and monitoring financial and tax developments. Candidates need a Bac+3 in finance, management, economics, or banking, along with knowledge of financial and wealth management products, financial analysis, wealth taxation, office and analysis tools, and strong interpersonal and commercial skills. The position starts in September or October, offers training without fees, and provides compensation based on level of study and age.
