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Desk Development and Wealth Planning-
il y a 3 semaines
Responsibilities:
The Development and Wealth Planning department is in charge of the commercial development of the bank.
In addition, our wealth planner is here to brainstorm with the prospects and clients of the bank regarding their family structuration.
- Realize wealth planning studies for our prospects/clients/business introducers who are mainly based in Europe (France/UK/Switzerland, Italy notably) to let them know how to better structure their wealth and the transmission to the next generation
- Assisting our wealth planners in the development of our future clients (cold approach)
- Assisting the Manager of the team in the setting up of reporting for the commercial direction of the bank
Profile required:
Studies & experience:
- Graduate with a Master's degree from Business/Engineering School or University with a specialization in wealth planning
- A previous experience in private banking would be appreciated
Language skills:
- Fluent in English (B2-C1)
- Fluent in French (B2-C1)
Technical, operational & Soft skills:
- Proficient/Good command of MS Office
- Good communication and presentation skills
- Strong listening and analytical skills
- Proactivity, spearheading of proposals
The VIE assignment in a nutshell
In case a visa is necessary, please make sure your passport is valid up to 6 months after the end of the VIE contract to not delay your departure.
Why join us:
As soon as you arrive, you will be integrated into our teams and will learn every day alongside our experts, who will support you in your tasks.
At the end of your V.I.E. contract, various opportunities could be offered to you, in Luxembourg and abroad.
Business insight:
At Société Générale, we are convinced that people are drivers of change, and that the world of tomorrow will be shaped by all their initiatives, from the smallest to the most ambitious.
Whether you're joining us for a period of months, years, or your entire career, together we can have a positive impact on the future.
If you too want to be directly involved, grow in a stimulating and caring environment, feel useful on a daily basis and develop or strengthen your expertise, you will feel right at home with us
Still hesitating?
You should know that our employees can dedicate several days per year to solidarity actions during their working hours, including sponsoring people struggling with their orientation or professional integration, participating in the financial education of young apprentices, and sharing their skills with charities.
- Reference
:240002GM - Entity
:SG CIB - Starting date
:2024/07/01 - Publication date**:2024/02/13
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