Vie Assistant Wealth Planning-

il y a 2 semaines

Luxembourg, Luxembourg Société Générale Temps plein

Responsibilities:

You will be part of a Wealth Engineering and Development team.


The team's ultimate goal is to develop the bank's business by drawing on the added value of wealth engineering (structuring the customer's overall wealth and/or specific investments and passing on to future generations) and products such as loans and life insurance.


Development priorities include:

long-term prospecting, with contacts with new business introducers, law firms, tax specialists and asset management companies, depending on the market; personal contacts; synergies with CRMs and Group entities, both locally and in the target market.


Tasks and responsibilities

  • Taking part in meetings with clients/prospects and drafting reports
  • Assisting in the preparation of business plan presentations
  • Drawing up tables to monitor sales activity in terms of outstandings, loans, life insurance, number of customer/prospect meetings
  • Working directly with the DWPs
  • Telephone prospecting to obtain appointments
  • Preparation of KYC files

Profile required:

Studies & experience:

  • Graduate with a Master's degree from a Business/Engineering School or University with a specialization in Wealth Planning
  • A previous experience of 6 months would be appreciated

Language skills:

  • Fluent in English

Technical, operational & soft skills:

  • Good communication and presentation skills
  • Proficient/Good command of MS Office

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.

Gradually, you will become more independent in your projects, making this experience a real career accelerator. You will also discover all the diversity of our businesses, in a sector that is constantly evolving and innovating.

At the end of your VIE, various opportunities could be offered to you, in France and abroad.

Business insight:


At Societe Generale, 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.

Creating, daring, innovating and taking action are part of our DNA.
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.

There are many ways to get involved.

  • Reference
    :24000AAR
  • Entity
    :SG CIB
  • Starting date
    :2024/07/01
  • Publication date**:2024/04/09

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