Private Banking Jobs in Lyon

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Strategy Consultant Internship - Private Equity - Lyon - F/H (March 2027)

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Indefi

99% recommend

Lyon, Auvergne-Rhône-Alpes, France

Intern

Salary not specified

3 months ago

Data collectionData analysisMarket researchCompetitive analysisStrategic reviewsBusiness planningStrategic due diligenceSustainability due diligenceBusiness developmentMicrosoft PowerPointExcelPrivate equityFinancial analysisStrategic recommendationsCommunication

Directeur d'Agence Banque Privée – Lyon

Arkéa Banque Privée

Lyon, Auvergne-Rhône-Alpes, France

Full-time

Salary not specified

5 days ago

Agency ManagementTeam LeadershipPrivate BankingHigh-Net-Worth Client ManagementClient Portfolio DevelopmentBusiness OperationsAdministrative OperationsFinancial NegotiationRegulatory ComplianceStakeholder RelationsChange ManagementContinuous Improvement

Chargé d'Affaires Professionnels Conquête Santé (F/H) - Lyon

Caisse d'Epargne Rhone Alpes

Lyon, Auvergne-Rhône-Alpes, France

Full-time

Salary not specified

4 weeks ago

Healthcare Professional Banking ExpertisePrivate Banking KnowledgeBusiness DevelopmentProspectingClient Portfolio ManagementRelationship BuildingNegotiationCredit Risk AnalysisProfessional Financing ApplicationsCross-Functional CollaborationHealthcare Ecosystem KnowledgeRegulatory ComplianceDigital ToolsPartnership Development

Conseiller en Gestion de Patrimoine H/F

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Astoria Finance

Lyon, Auvergne-Rhône-Alpes, France

Full-time

Salary not specified

5 months ago

Wealth managementFinancial analysisTax optimizationPortfolio managementClient relationship managementAsset allocationRisk assessmentBusiness developmentFinancial planningRetirement planningEstate planningPrivate equityReal estate investment

Animateur Gestion Patrimoniale (F/H)

Caisse d'Epargne Rhone Alpes

Lyon, Auvergne-Rhône-Alpes, France

Full-time

Salary not specified

2 months ago

Wealth ManagementPrivate BankingCommercial Team CoachingFacilitationFinancial Product KnowledgeCommercial Action PlanningClient AdvisoryTraining and DevelopmentCross-Functional CollaborationPerformance MonitoringResults AnalysisReportingCommunicationRelationship BuildingRegulatory KnowledgeContinuous Improvement

Directeur.rice Agence Arkea Banque Privée Lyon

Arkéa Banque Privée

Lyon, Auvergne-Rhône-Alpes, France

Full-time

Salary not specified

3 weeks ago

Private BankingWealth ManagementClient Portfolio DevelopmentComplex Investment SolutionsFinancing SolutionsHigh-Net-Worth Client Relationship ManagementMarket MonitoringFinancial NegotiationCredit Decision-MakingRisk AssessmentCredit Risk MonitoringTeam LeadershipCommercial PlanningChange ManagementEmployee Coaching and TrainingRegulatory Compliance

Senior Strategy Consultant - Private Equity - Lyon F/H

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Indefi

99% recommend

Lyon, Auvergne-Rhône-Alpes, France

Full-time

Salary not specified

3 months ago

Strategy consultingPrivate equityStrategic due diligenceData analysisFinancial modelingMarket researchProject managementMicrosoft PowerPointMicrosoft ExcelBusiness strategyInvestment analysisMentoringStakeholder managementValuationExit support

Conseiller Patrimonial - CCF Lyon Bourse F/H

Groupe CCF

Lyon, Auvergne-Rhône-Alpes, France

Full-time

Salary not specified

3 weeks ago

Wealth ManagementFinancial AdvisoryPortfolio ManagementClient Relationship ManagementClient RetentionFinancial Product KnowledgeInvestment ProductsTax OptimizationCredit ProductsRetail BankingRisk ManagementBusiness DevelopmentSales PerformanceTeamworkEnglish

Responsable développement marché BDR (F/H)

Caisse d'Epargne Rhone Alpes

Lyon, Auvergne-Rhône-Alpes, France

Full-time

Salary not specified

2 weeks ago

BankingMarketing TechniquesMarket AnalysisCompetitive IntelligenceCommercial DevelopmentProject ManagementCommercial Action PlanningPricingCustomer CommunicationsSales Team EnablementCommercial Performance MonitoringCross-Functional CollaborationOrganizationActive ListeningRelationship BuildingDigital and Office Tools

Assistant ingénierie patrimoniale

Societe Generale Private Banking - SGPB

Lyon, Auvergne-Rhône-Alpes, France

Intern

Salary not specified

12 months ago

Wealth ManagementTechnical SupportLegal AnalysisFiscal AnalysisTrainingDocumentationClient InteractionOffice Suite ProficiencyCritical ThinkingRelationship ManagementInnovationResearch

CIC - Conseiller patrimonial (F/H)

CIC Lyonnaise de Banque

Lyon, Auvergne-Rhône-Alpes, France

Full-time

EUR40,000 - EUR45,000

1 months ago

Wealth ManagementFinancial AnalysisPortfolio ManagementClient Relationship ManagementPersonalized Wealth StrategiesInvestment AdviceInsurance AdviceWealth Transfer PlanningConsultative SellingEmpathyClear CommunicationProactivityEthicsRegulatory ComplianceRisk ManagementMarket Monitoring

Associate Manager, Marketing Strategy (Bangkok Based, relocation provided)

Agoda

Team +18%
78% recommend

Lyon, Auvergne-Rhône-Alpes, France

Full-time

Salary not specified

23 hours ago

Digital MarketingSearch Engine MarketingCampaign OptimizationData AnalysisStatistical ModelingExperimentationDashboard DevelopmentNumerical ReasoningExcelSQLPythonRSASSPSSVBAEnglish Communication

Ingénieur(e) Patrimonial - Lyon H/F

carriere-crystal

Team +11%

Lyon, Auvergne-Rhône-Alpes, France

Type not specified

Salary not specified

5 months ago

Tax LawCivil LawCorporate LawWealth ManagementFinancial AnalysisExcelLegal DraftingRegulatory MonitoringClient AdvisoryTechnical Training

Stage H/F - Développement Gestion Privée (Lyon) – Janvier 2027

Lazard

84% recommend

Lyon, Auvergne-Rhône-Alpes, France

Full-time

Salary not specified

5 months ago

Financial AnalysisWealth ManagementClient ProspectingReportingEvent OrganizationEnglish ProficiencyMicrosoft OfficeAnalytical SkillsSynthesis SkillsInterpersonal SkillsWriting SkillsAutonomy

Conseiller Clientèle Epargne à Distance H/F

GRESHAM Banque Privée

Lyon, Auvergne-Rhône-Alpes, France

Full-time

EUR30,000 - EUR32,000

2 months ago

Remote Customer Relationship ManagementMultichannel CommunicationCustomer ServiceFinancial Savings ProductsClient Portfolio ManagementKYC and Customer Profile UpdatesContract AdministrationComplaint HandlingRegulatory ComplianceQuality AssuranceActivity ReportingSales ReferralsTeamworkAdaptabilityAttention to DetailEmpathy

CDI - Gérant de Fortune H/F - Lyon

Cyrus Herez

Lyon, Auvergne-Rhône-Alpes, France

Full-time

Salary not specified

3 months ago

Wealth ManagementClient Relationship ManagementFinancial AdvisoryEstate PlanningAsset ManagementReal Estate InvestmentStructured ProductsFinancial EngineeringBusiness DevelopmentClient Loyalty

Responsable activation clients et CRM

Laplace

Lyon, Auvergne-Rhône-Alpes, France

Full-time

Salary not specified

1 months ago

Customer Relationship ManagementCustomer ActivationClient Portfolio ManagementRelationship MarketingCustomer Journey DesignCommercial StrategyCustomer RetentionSales EnablementData AnalysisPerformance MeasurementFinancial ServicesHubSpotBusiness DevelopmentCustomer Equipment Growth

Conseiller Expérimenté en Gestion de Patrimoine H/F - Lyon (69)

Allianz France

Lyon, Auvergne-Rhône-Alpes, France

Full-time

Salary not specified

2 days ago

Wealth ManagementFinancial PlanningWealth AnalysisClient Relationship ManagementHigh-Net-Worth Client AcquisitionPartner Network DevelopmentClient RetentionPersonalized Financial AdviceFinancial Needs AnalysisSalesProspective PlanningTax and Legislative AwarenessBig Expert

Conseiller(e) relation clients

Swiss Life

Lyon, Auvergne-Rhône-Alpes, France

Full-time

Salary not specified

12 months ago

Client Relationship ManagementInsurance KnowledgeContract ManagementClaims HandlingCustomer Needs AnalysisCommunication SkillsProblem SolvingAttention to Detail

Analyst/ Senior Analyst, Pricing Marketing (Bangkok Based, relocation provided)

Agoda

Team +18%
78% recommend

Lyon, Auvergne-Rhône-Alpes, France

Full-time

Salary not specified

4 weeks ago

Data AnalysisDigital MarketingSearch Engine MarketingCampaign OptimizationExperimentationStatistical ModelingDashboard DevelopmentSQLPythonRSASSPSSVBAExcelNumerical ReasoningEnglish Communication

Strategy Consultant Internship - Private Equity - Lyon - F/H (March 2027)

• via Teamtailor

Indefi

99% recommend

Lyon, Auvergne-Rhône-Alpes, France

Intern

Salary not specified

3 months ago

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