117 Emplois pour Wealth Management - France

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

Summary:

Ares Wealth Management Solutions ("AWMS ") is a leading global platform focused on expanding individual investors' access to Ares' leading private markets capabilities, by way of innovative investment solutions, educational resources, and long-term partnerships.

The candidate will be assisting the firm's strategic objectives related to the distribution of Ares' private market capabilities across key private wealth partnerships, which will include working with leading global financial institutions and wealth distribution partners across EMEA, with particular focus on continental Europe.

Primary Functions & Essential Responsibilities:

• Support the business development and distribution efforts of the AWMS group globally, with particular focus on Southern Europe, including: France, Italy, Spain, Netherlands, Luxembourg and Belgium
• Client focused role within the private wealth partnerships segment, covering clients such as Private Banks, Regional Banks and Wealth Managers
• Regularly attend in-person meetings with senior AWMS team members across Europe
• Provide broad sales support and client servicing in Europe, which will include proactively reaching out to existing and new clients / prospects to deliver timely client follow-up as well as regular product updates
• Collaborate closely with AWMS colleagues in the US and Asia, including timely/real time sharing of client intel and the upkeep of Salesforce including meeting notes and key contacts
• Work closely alongside Product Development and Client Services teams to help onboard new client partnerships, which will include assisting the launch of new products, and ongoing servicing of new relationships from a platform distribution perspective
• Build and maintain strong network across the firm to facilitate collaboration with Investment Management, Investor Relations, Product Management, Client Service, Investment Operations and other key groups

Education/Certification:

• Undergraduate degree
• European passport holder
• Fluent French and English speaker

Required Knowledge:

• Private markets products and services knowledge
• Good understanding of global wealth management and its corresponding distribution channels
• Product knowledge (SICAVs, Cayman Funds, AIFs, open ended/closed ended etc.)

Required Experience:

• 1-3 years' experience in asset management or private banking/wealth management
• Global distribution model understanding

Skills/Abilities:

• High energy, enthusiasm and drive
• Willingness to travel extensively
• Proficiency in Excel, PowerPoint and Word
• Strong communication and presentation skills
• Problem solver with ability to research solutions and suggest resolutions
• Takes initiative and has a strong work ethic
• Outstanding written and oral presentation skills
• Work experience in a position requiring a high level of integrity and sensitivity to confidential information
• Highly motivated with the ability to set priorities, multi-task and monitor own workload to meet aggressive deadlines

Reporting Relationships

Senior Associate, Wealth Management Solutions

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Consultant Transformation Wealth Management chez Périclès Consulting | softgarden

Consultant Transformation Wealth Management

Confirmé (2-6 ans)

Basé à Paris, Luxembourg, Genève et Londres, Périclès Group est un groupe indépendant de conseil international, spécialisé dans la Finance, l’Assurance et la Protection Sociale.

Périclès Consulting est l’entité dédiée au conseil en stratégie et organisation du Groupe. Nous accompagnons nos clients dans leurs réflexions stratégiques jusqu’à la mise en œuvre des transformations et évolutions de leur organisation.

Notre force réside dans des équipes adaptables répondant aux besoins variés de nos clients et marchés, proposant des solutions sur-mesure et innovantes dans un contexte de transformations majeures de l’industrie financière.

Depuis 2001, nous avons réalisé plus de 1 500 missions pour plus de 500 clients.

Notre objectif est de faciliter la transformation des secteurs financiers par une forte expertise métier et un savoir-faire en pilotage de projets complexes. Nous participons également aux réflexions de place via nos 10 "think tanks" et interventions dans la presse spécialisée ou lors d’événements professionnels.

Nos consultants interviennent chez nos clients et collaborent régulièrement en interne pour le développement du groupe. Nous valorisons l’initiative individuelle et la croissance des talents, avec une structure hiérarchique plate favorisant l’accès direct aux dirigeants.

Au sein du pôle Wealth Management / Banque Privée, vous accompagnez nos clients dans la stratégie, l’organisation et la gestion de projets liés au Wealth Management (gestion privée, patrimoine), en intervenant sur toute la chaîne de valeur.

Vous pourrez enrichir vos expériences sur des missions telles que :

• Étude d’opportunités et lancement de nouvelles activités
• Création d’offres produits et services
• Amélioration et pilotage de la performance : audit, réorganisation, optimisation, accompagnement d’équipes
• Mise en conformité réglementaire (RGPD, LCB-FT, ESG / SFDR, CSRD, MIFID 2, PRIIPS, Loi Pacte)
• Soutien au choix de solutions opérationnelles ou IT : front, middle, back-office
• Digitalisation des processus métiers (parcours digitaux, signature électronique, robotisation)

Vous participerez également au développement du cabinet par vos interventions, votre implication dans des groupes de travail, réponses aux appels d’offres et actions de communication.

Diplômé d’une école d’ingénieur, de commerce ou Master 2, idéalement avec spécialisation en Finance, Assurance ou Gestion de Patrimoine.

Expérience d’au moins 3 ans en conseil dans le secteur financier ou en établissement financier, sur l’organisation, la mise en œuvre de stratégies opérationnelles ou la gestion de projets. Les parcours uniquement opérationnels (banquier privé, courtier, conseiller en gestion de patrimoine) ne seront pas retenus ; la dimension conseil et organisation est essentielle.

• Connaissance des produits financiers (OPC, actions, obligations, private equity, etc.), acteurs du marché français, environnement économique
• Connaissance du marché de l’épargne, assurance vie, distribution
• Capacité d’analyse et synthèse
• Anglais professionnel

• Sens du service et de la satisfaction client
• Autonomie et organisation
• Rigueur et capacité d’analyse

• Étude de votre candidature
• Premier contact téléphonique avec Ariane, Talent Acquisition Manager
• Trois échanges, incluant une rencontre avec un directeur et une associée
• Test de connaissances et étude de cas à prévoir

Stage- Wealth Management Financing Solutions - H/F

Ce stage est basé à Paris pour une durée de 6 mois

Ausein de Wealth Management, les équipes Financing Solutions forment unecommunauté d'experts en financement, fournissant des solutions diversifiéespour répondre aux besoins sophistiqués des clients.

S'assurer que les méthodologies normatives Lombard sont correctement appliquées et bien représentées dans les systèmes informatiques.

Contribuer à l'analyse des questions de financement soulevées par les équipes Financing Solutions sur différents sites.

Développer des outils informatiques pour améliorer l'efficacité de l'équipe dans le traitement des demandes quotidiennes.

Travailler sur l'évolution normative des actifs de type fonds , en passant de la métrique SRRI (Synthetic Risk and Reward Indicator) à la métrique SRI (Synthetic Risk Indicator).

Participer aux tests des nouveaux systèmes informatiques pour valider les phases de développement

L'équipe WM GAIM Financing Solutions recherche un(e) stagiaire pour une durée de 6 mois afin de travailler sur des sujets liés au financement Lombard (financement adossé à des titres).

L'objectif est d'évaluer lavaleur de financement de différents portefeuilles d'actifs financiers donnés engarantie par les clients, incluant actions, obligations, fonds communs deplacement, fonds alternatifs, produits structurés, ETF et autres actifs. Lavaleur de financement est une valeur de marché haircutée, calibrée à l'aided'un modèle statistique.

Le stage se déroulera à Paris, 1boulevard Haussmann, avec un démarrage prévu en janvier 2026, pour une durée de 6 mois.

Notre monde change

Aujourd'hui, ce qui compte dans un job, c'est de vivre de véritables expériences, d'apprendre, de partager des objectifs et résultats avec ses collègues. Bref, de tracer son propre chemin, différent, responsable et durable. Chez BNP Paribas, nous recrutons nos collaborateurs avec l'idée qu'ils nous aideront à concevoir le monde et la banque de demain.

Elle sera abordée à l'issue de votre parcours de recrutement. Elle dépend de votre formation et de votre niveau d'études.

Vous préparez un Bac+5 (reconnu RNCP) dans une école de commerce et/ou équivalent universitaire avec une spécialisation en mathématiques financières.

Une première expérience (stages, alternances …) en finance et/ou finance de marché est un plus.

Vous maitrisez Python ainsi qu'Excel.

Votre faculté de communication et d'organisation vous permettent de créer des liens de confiance et de vous intégrer dans les environnements où vous évoluez. Ajoutez à cela rigueur, organisation et capacité à inspirer les autres et générer l'engagement pour finir de nous convaincre.

Processusde recrutement

Si votre candidature estretenue par notre équipe de recrutement, vous aurez un à deux entretiens aumaximum avec des managers opérationnels.

Ces étapes peuventlégèrement varier en fonction des postes.

Besoin deconseils pour préparer votre candidature ? Cliquez ici

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Si vous êtes en situationde handicap, vous pouvez envoyer votre CV et lettre de motivation à missionhandicap (at) bnpparibas (dot) com

(Opens in a new tab)

.

N'oubliez pasd'indiquer sur votre CV :

• La formation que vous préparez dans le cadre de votre stage
• La durée et vos disponibilités
• Votre mobilité géographique

Dans un monde qui change,la diversité, l'équité et l'inclusion sont des valeurs clés pour le bien-êtreet la performance des équipes. Chez BNP Paribas, nous souhaitons accueillir etretenir tous les talents sans distinction : c'est ainsi que nous construirons,ensemble, la finance de demain, innovante, responsable et durable.

Enfin, nous attachons uneimportance particulière à ce que nos futurs collaborateurs et collaboratricesagissent au quotidien avec responsabilité éthique et professionnelle. À toutmoment pendant le processus de recrutement, les informations figurant sur votreCV, vos données d'identification et vos antécédents pourront être vérifiés.

Social network you want to login/join with:

Location: Saint-Avold, France

Job Category: Other

EU work permit required: Yes

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2

Founded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. It plays an active role in the Luxembourg economy, operating in retail, private, and corporate banking, as well as on major capital markets. Employing over 2,000 people, BIL has a presence in Luxembourg, Switzerland, and China. As a signatory of the UN Principles of Responsible Banking, BIL is committed to responsible and sustainable banking for future generations.

Responsibilities include:

• Providing legal advice on Wealth Management activities, mainly civil, commercial, corporate, and consumer law aspects.
• Advising on duties and responsibilities related to credit structuring, implementation, and MIFID regulatory aspects.
• Drafting, reviewing, and negotiating various agreements, including credit agreements, security packages, and investment services documentation.
• Contributing to group projects with legal recommendations.
• Participating in legal and regulatory developments, including product launches, in coordination with other departments.
• Engaging with external working groups and coordinating outside counsel.
• Supporting the Head of Legal and team members on various legal matters.

Requirements:

• University degree in law (BAC+5), ideally CCDL qualified.
• At least 5 years of experience in a large financial institution or law firm in Luxembourg.
• Strong knowledge of Luxembourg's banking, legal, and regulatory environment.
• Excellent organizational and coordination skills.
• Fluency in English and French; additional languages are a plus.
• Team player, flexible, polyvalent, with strong communication and interpersonal skills.

Part-time work is possible. BIL offers challenging projects, diverse career paths, and a culture of inclusion and personal development.

Other

-

Yes

bc adc

10

Founded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. From its foundation, the BIL has played an active role in developing the Luxembourg economy. It operates in retail, private, and corporate banking, as well as major capital markets. Employing over 2,000 people, BIL is present in Luxembourg, Switzerland, and China. As a major player in Luxembourg's finance industry and a signatory of the UN Principles of Responsible Banking, BIL is committed to building a responsible and sustainable bank for future generations.

What will you do:

• Provide legal advice regarding Wealth Management activities, mainly civil, commercial, corporate, and consumer law aspects.
• Advise BIL Group on duties and responsibilities related to these activities, especially credit structuring, implementation, and MIFID regulatory aspects.
• Draft, review, and negotiate various agreements related to activities, including credit agreements, security packages, and investment services documentation.
• Contribute to BIL group projects by providing legal recommendations.
• Participate in legal and regulatory developments within BIL, including launching new products in coordination with other departments.
• Participate in external working groups (e.g., ABBL).
• Coordinate outside counsel.
• Support the Head of Legal and team members on various matters.

You have:

• University degree in law (BAC+5), ideally CCDL qualified.
• Qualified lawyer within the European Union.
• Minimum 5 years' experience in a large financial institution or law firm in Luxembourg.
• Strong knowledge of Luxembourg's banking, legal, and regulatory environment.
• Excellent organization and coordination skills, attention to detail, and ability to manage priorities.

You are:

• Fluent in English and French; other languages are a plus.
• A team player, flexible, polyvalent, and capable of handling various legal subjects.
• Excellent in writing and communication skills with strong interpersonal skills.
• Self-motivated.

Part-time work may be considered. BIL offers challenging projects and diverse career paths, supporting your personal development and encouraging cross-business experience. BIL values diversity and inclusion, fostering an environment of equal opportunities.

Note: If you are not a passport holder of the country for the vacancy, you might need a work permit. Please refer to our Blog for more info. Do not provide bank or payment details when applying. Applications should be made via the 'Apply now' button.

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world's top asset and wealth managers a competitive edge through our expertise and industry insight. Our team is of a uniquely high calibre and by focusing on asset and wealth management alone we build deep knowledge and experience within our industry. We work with a blue-chip client base, including 80% of the top 50 global asset management firms, and work with over 660 clients across the globe. We have our headquarters located in the United Kingdom and offices in France as well as other major European financial centres (Luxembourg, Switzerland, Netherlands, Germany) and globally across United States, Canada and Asia-Pacific.

Following a hugely successful AIM listing where Alpha listed with a market cap of £160m in 2017, the company enjoyed further substantial growth before selling to one of the world's leading quoted private asset growth investors (Bridgepoint) for £626m in August 2024. As such, we are now at a critical turning point in our growth. We are looking to grow the company across all levels. Pivotal to our success in this, we will be assembling the next generation of leaders, responsible for growing, elevating our market position further and nurturing the junior talent through the business. At Alpha, we pride ourselves in fostering a meritocratic environment perfect for building a career and meeting great people, as well as a rewarding place to work

.

Role Responsibilities:

Based in France, you will carry out consulting engagements or manage projects for prestigious clients, leaders in Asset Management (Asset Managers, Private Banks, Investor Services Providers) in areas including

• Strategy
• M&A Integration
• Review of Operating Models
• Evolution of Organisations
• Digital Transformation
• Operational Benchmarking
• Change Management

We offer you the opportunity to embark on an exciting career

• Delivering interesting assignments in an international environment (international assignments and teams, possibility of exchanges with other offices of the group)
• Working with high potential employees in a dynamic environment
• Developing strategies and driving high-quality work products within expected timeframes on budget
• Monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes to ensure client efficiency
• Develop and maintain long-term client relationships and networks
• Developing know-how recognised by the major players in the financial industry and participation in the growth of the leader in Asset Management consulting
• Staying abreast of current business and industry trends relevant to the client's business
• You will also participate in the development of the firm's practices (such as Operations or Investments), various business management areas (e.g.: Marketing or Recruitment) and commercial development

Role Requirements (Skills, Experience and Qualifications)

• A minimum of 5+ years proven experience in consulting or projects, gained within a leading financial institution or consulting firm
• Experience of projects engaged on Target Operating Model, business processes
• and/or IT solutions in some of the following areas: Distribution, CRM, Portfolio management & Risk management, Middle & Back Office processes and outsourcing
• An understanding of market trends, drivers and outlook of the Asset and Wealth Management market
• First-class communication, presentation and problem-solving skills with an excellent command of Microsoft Office
• Proven track record in client relationship development. This should include examples of client account support/management and preferably geared towards supporting business development/sales initiatives
• Stakeholder management and influencing skills – with both clients, colleagues and junior team members
• Focus on team achievement, not just individual goals
• Strong academic background from a top-ranking business school or engineering school
• Fluency in French and English is required (at C1+ level)
• Eligible to work in France

Sharing Success:

Allowing our people to share in our growth journey is a highly valued component of the business and here are a few ways that we do this:

• Competitive base salary
• Share of the profits of the business as a % of base salary: Each year the company distributes among its staff up to 30% of the profits measured through EBITDA.
• 25 working days of paid leave + 2 days off, 27 days in total
• Lunch vouchers (10€)
• Life insurance and travel insurance
• Laptop and mobile phone
• Supportive, social and collaborative environment
• Comprehensive training and development programmes (CAPM, Prince 2,CFA…)
• Fantastic opportunity to be more entrepreneurial in a growing market with a reputable company brand
• An opportunity to make a significant contribution to Alpha value propositions, and to build and grow your own network within the Asset and Wealth Management industry

We are a highly collaborative and supportive team and enjoy socialising together. At Alpha we are committed to employing individuals from all backgrounds, that reflects the multi-cultural society we live in. We pride ourselves on operating an inclusive working environment and providing the best people to meet our client's expectations of service

Your Wellbeing:

Ensuring that we prioritise the wellbeing and care of everyone is paramount. To support this, we have an established mentoring and employee oversight framework across all global locations and levels. At the same time, we continue to invest in our comprehensive training and development programme that builds confidence, consulting skills and industry content.

Overview

Division : Asset & Wealth Management Consulting
Role : Manager
Location : Paris

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the worlds top asset and wealth managers a competitive edge through our expertise and industry insight. Our team is of a uniquely high calibre and by focusing on asset and wealth management alone we build deep knowledge and experience within our industry. We work with a blue-chip client base including 95% of the top 20 global asset management firms and work with over 660 clients across the globe. We have our headquarters located in the United Kingdom and offices in France as well as other major European financial centres (Luxembourg Switzerland Netherlands Germany) and globally across United States Canada and Asia-Pacific.

Following a successful London Stock Exchange (AIM) admission in 2017 we are now at a critical turning point in our growth. We are looking to grow the company across all levels. Pivotal to our success in this we will be assembling the next generation of leaders responsible for growing elevating our market position further and nurturing the junior talent through the business. At Alpha we pride ourselves in fostering a meritocratic environment perfect for building a career and meeting great people as well as a rewarding place to work.

Based in France you will carry out consulting engagements or manage projects for prestigious clients leaders in Asset Management (Asset Managers Private Banks Investor Services Providers) in areas including :

• Strategy
• M&A Integration
• Review of Operating Models
• Evolution of Organisations
• Digital Transformation
• Operational Benchmarking
• Change Management

Manager

We offer you the opportunity to embark on an exciting career :

• Delivering interesting assignments in an international environment (international assignments and teams possibility of exchanges with other offices of the group)
• Working with high potential employees in a dynamic environment
• Developing strategies and driving high-quality work products within expected timeframes on budget
• Monitoring progress managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes to ensure client efficiency
• Develop and maintain long-term client relationships and networks
• Developing know-how recognised by the major players in the financial industry and participation in the growth of the leader in Asset Management consulting
• Staying abreast of current business and industry trends relevant to the clients business
• You will also participate in the development of the firms practices (such as Operations or Investments) various business management areas (e.g. : Marketing or Recruitment) and commercial development.

• A minimum of 8 years proven experience in consulting or projects gained within a leading financial institution or consulting firm
• Experience of projects engaged on Target Operating Model business processes
• and / or IT solutions in some of the following areas : Distribution CRM Portfolio management & Risk management Middle & Back Office processes and outsourcing
• An understanding of market trends drivers and outlook of the Asset and Wealth Management market
• First-class communication presentation and problem-solving skills with an excellent command of Microsoft Office
• Proven track record in client relationship development. This should include examples of client account support / management and preferably geared towards supporting business development / sales initiatives
• Stakeholder management and influencing skills with both clients colleagues and junior team members
• Focus on team achievement not just individual goals
• Strong academic background from a top-ranking business school or engineering school
• Fluency in French and English is required (at C1 level)
• Eligible to work in France

Allowing our people to share in our growth journey is a highly valued component of the business and here are a few ways that we do this :

• Competitive base salary
• Share of the profits of the business as a % of base salary : Each year the company distributes among its staff up to 30% of the profits measured through EBITDA.
• 25 working days of paid leave 5 days off 30 days in total
• Lunch vouchers (9)
• Life insurance and travel insurance
• Laptop and mobile phone
• Supportive social and collaborative environment
• Comprehensive training and development programmes (CAPM Prince 2 CFA)
• Fantastic opportunity to be more entrepreneurial in a growing market with a reputable company brand
• An opportunity to make a significant contribution to Alpha value propositions and to build and grow your own network within the Asset and Wealth Management industry

Ensuring that we prioritise the wellbeing and care of everyone is paramount. To support this we have an established mentoring and employee oversight framework across all global locations and levels. At the same time we continue to invest in our comprehensive training and development programme that builds confidence consulting skills and industry content.

If this sounds like one of the proposed roles are ideal for you apply today to a grade chosen based on your qualifications! If successful you will have the opportunity to meet various team members during our recruitment process which typically include a Competency style interview a Case Study interview and a Final Round interview with one of our French Directors.

Please be aware that we may hold information for up to 3 years from the close of the recruitment process to allow us to review your suitability for current and future job opportunities with Alpha your data may also be shared with relevant third party providers as and when required as part of the assessment process. Full details around what data we hold why we hold it and for how long are available in our recruitment privacy statement ( you have any questions or would like us to delete your data please contact us by email at .)

Required Experience :

Senior Manager

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills

Employment Type : Full Time

Experience : years

Vacancy : 1

Monaco

Business management, administration and support

Global Wealth Management

Job Reference #

BR

City

Monte Carlo

Application Deadline

31-Oct-2025

Your role

Interested in working in finance, specifically as a wealth management professional serving clients, but not sure where to start? Do you want to work for a firm with a truly global footprint that consistently ranks among the world's top financial institutions? We're looking for ambitious students to join our 2026 Global Wealth Management Graduate Talent Program.

You'll get to:

• support client advisors with day-to-day administrative and commercial tasks
• help ensure smooth client interactions and contribute to a positive experience
• efficiently manage back-office processes while developing foundational operational skills

Your team

You'll be working in our Global Wealth Management team in Monaco. We provide advice-based solutions to deliver products and services designed to address the needs of ultra-high net worth and high-net worth individuals and families. We've successfully built the number one wealth management franchise in the world. You'll work with the best talent in the industry, as we help manage, preserve and grow the wealth of our clients.

Your expertise

We're looking for a candidate who:

• is graduating between 2024 and 2026
• has a 2.1 (or equivalent) in their first undergraduate degree
• has values that align with ours: hard-working, trustworthy, dedicated and collaborative
• is a strategic thinker with strong communication skills
• has pro-active and positive personality with a can-do approach
• has basic knowledge of banking, administrative processes, and financial markets from prior internships in private banking and wealth management
• is fluent in English and French, other languages especially Italian are a plus

We're looking for someone who's curious and wants to thrive in a business that never stops moving. We welcome all majors, but it's important to have an interest in the financial industry. We want to see what makes you unique and discover what you can bring to our team.

Your program

Our Graduate Talent Program is18 months long, and is designed to help you develop the skills you need to grow your career. To start, the program introduces you to our firm, provides professional and technical training and teaches you core skills and knowledge of wealth management. And it continues from there: by learning from your colleagues, you'll have plenty of opportunities to develop new skills and build your network. You'll have the opportunity to see beyond your job by participating in one, or several, rotations. If you're ready to work where no two days are the same, this program is for you.

About us

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we're stronger together, and the will and curiosity to constantly improve.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Overview

Missions

LCL Gestion de Fortune est une direction rattachée à la Banque des Entreprises, Institutionnel Gestion de Fortune avec près de soixante collaborateurs qui a pour objectif de devenir la banque patrimoniale de référence des chefs dentreprises en sappuyant sur le positionnement de LCL sur le marché des entreprises.

En tant que Banquier Privé, vous accompagnez des dirigeants d'entreprise et des familles historiques en gestion de fortune. Vous les aidez à définir une stratégie sur lensemble de leurs avoirs en tenant compte de la fiscalité et des contraintes juridiques de chaque investissement.

Vous proposez une gamme de produits et services en architecture ouverte, dans le strict respect des règles de conformité et de déontologie.

A ce titre, vous serez en charge de :

• Reprendre et développer un portefeuille existant de clients, dont une forte proportion sont chefs dentreprise ;
• Analyser la situation des clients en établissant un bilan patrimonial ;
• Orienter vos clients dans la gestion de leur patrimoine et les conseillers sur les placements et investissements, en tenant compte de leurs besoins et des contraintes juridiques et fiscales ;
• Maintenir avec vos clients une relation de confiance en assurant un suivi régulier de la relation commerciale ;
• Développer votre fonds de commerce par synergie avecles différents marchés de LCL et par référence active ;
• S'assurer de la qualité des services proposés , de leur adéquation avec la réglementation en vigueur et de la maîtrise des risques ;
• Coordonner votre action commerciale avec l'aide d'experts (gestionnaires de portefeuilles, juristes fiscalistes et spécialistes crédit).

Tous nos postes sont ouverts aux personnes en situation de handicap.

Critères candidat

Niveau d'études minimum

• Bac + 5 / M2 et plus

Formation / Spécialisation

• Ecole de commerce / IAE / Université
• spécialisation Gestion de Patrimoine

Niveau d'expérience minimum

• 6 - 10 ans

Expérience

• Expérience de la clientèle de chefs d'entreprise

Compétences recherchées

• Vous avez des qualités commerciales. Vous êtes doté d'une excellente aisance relationnelle, vous aimez les challenges et êtes un bon négociateur ;
• Vous avez des connaissances financières, juridiques et fiscales avec une volonté de vous former pour vous adapter et répondre aux exigences de plus en plus poussées de nos prospects et de nos clients ;
• Vous êtes persévérant, pugnace et résilient ;
• Vous savez travailler en équipe et partager l'information. Vous êtes bien organisé pour développer de manière pérenne des relations de business avec toutes les parties prenantes (interne, gestion de fortune, LCL Banque Privée, prescripteurs et prospects).