Emplois Private Banking à Bordeaux

• 1000+ offres

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Astoria Finance

Conseiller en gestion de patrimoine H/F

Easy Apply

Astoria Finance

  • Team +14%
Bordeaux, Nouvelle-Aquitaine, France
Full-time
Salary not specified
4 weeks ago
Wealth managementFinancial analysisPortfolio managementTax optimizationClient relationship managementBusiness developmentAsset allocationRisk assessmentPrivate equityLife insuranceReal estate investmentRetirement planningEstate planningSales performanceTeam collaboration
Rothschild & Co

Assistant (e) banquier privé Bordeaux

Rothschild & Co

Bordeaux, Nouvelle-Aquitaine, France
Full-time
Salary not specified
2 months ago
Private bankingClient relationsFinancial marketsAccount managementLife insuranceCredit notesAdministrative supportOrganizationPrioritizationTeamworkCommunicationBanking regulations
Banque Populaire Aquitaine Centre Atlantique - BPACA

Conseiller Clientèle Entreprises (F/H)

Banque Populaire Aquitaine Centre Atlantique - BPACA

Bordeaux, Nouvelle-Aquitaine, France
Full-time
Salary not specified
1 day ago
Business Client Relationship ManagementPortfolio ManagementClient AcquisitionCredit Application PreparationCredit Risk ManagementCredit Decision-MakingProfitability ManagementNegotiationCustomer ServicePrivate Banking ReferralsProfessional NetworkingBusiness Development
Rothschild & Co

Assistant (e) banquier privé Bordeaux

Rothschild & Co

Bordeaux, Nouvelle-Aquitaine, France
Full-time
Salary not specified
2 months ago
Private BankingClient RelationsFinancial MarketsAccount ManagementLife InsuranceCredit Note DraftingAdministrative SupportTeamworkOrganizationAutonomyCommunicationAttention To Detail
Banque Populaire Aquitaine Centre Atlantique - BPACA

Directeur de Clientèle Entreprises ETI (F/H)

Banque Populaire Aquitaine Centre Atlantique - BPACA

Bordeaux, Nouvelle-Aquitaine, France
Full-time
Salary not specified
3 weeks ago
Corporate Client Portfolio ManagementBusiness DevelopmentProspectingClient Relationship ManagementNegotiationCredit Risk ManagementComplex FinancingLoan SyndicationPrivate EquityInternational BankingMergers and AcquisitionsBalance Sheet FinancingCash ManagementTender ManagementProfessional English
Qolibri&Cie

Assistant(e) Banquier Privé confirmé(e) – Bordeaux (H/F)

Qolibri&Cie

Bordeaux, Nouvelle-Aquitaine, France
Full-time
Salary not specified
2 months ago
Private Banking Client SupportWealth ManagementBanking OperationsSecurities and InvestmentsStock Order Processing and TrackingLife Insurance AdministrationCredit AdministrationKYC and Client Due DiligenceRegulatory ComplianceClient Relationship ManagementMeeting PreparationInternal Stakeholder CoordinationPortfolio AdministrationExcelPowerPointOrganization and Attention to Detail

Conseiller(ère) en Gestion de Patrimoine - Bordeaux H/F

carriere-crystal

  • Team +11%
Bordeaux, Nouvelle-Aquitaine, France
Type not specified
Salary not specified
4 months ago
Wealth ManagementFinancial PlanningClient Relationship ManagementPortfolio DevelopmentAsset AllocationPrivate EquityReal Estate InvestmentLife InsuranceFinancial AnalysisBusiness DevelopmentRegulatory ComplianceWriting Skills
Banque BCP

Conseiller clientèle des professionnels - F/H

Banque BCP

Bordeaux, Nouvelle-Aquitaine, France
Full-time
Salary not specified
4 weeks ago
Client Relationship ManagementBusiness DevelopmentProspectingSales TechniquesBanking AdvisoryCredit Risk AnalysisOperational Risk ManagementFinancing Needs AnalysisCash ManagementAccount ManagementClient RetentionRegulatory ComplianceCommunicationOrganizationTeamworkPortuguese Language

Gérant(e) Privé(e) - Bordeaux H/F

carriere-crystal

  • Team +11%
Bordeaux, Nouvelle-Aquitaine, France
Type not specified
Salary not specified
4 months ago
Wealth ManagementFinancial AdvisoryPortfolio ManagementAsset AllocationClient Relationship ManagementFinancial EngineeringTax LawLegal MonitoringInvestment StrategyRisk Management
ŌDAS CONSEIL

Conseiller en Gestion de Patrimoine senior (H/F)

ŌDAS CONSEIL

Bordeaux, Nouvelle-Aquitaine, France
Full-time
EUR30,000 - EUR40,000
1 weeks ago
Wealth ManagementClient Portfolio DevelopmentClient RetentionBusiness ProspectingReferral GenerationWealth AuditsTax PlanningFinancial PlanningEstate PlanningInvestment SolutionsFinancial Product ExpertiseAsset GatheringBusiness DevelopmentPartner Network DevelopmentClient Relationship Management
Cyrus Herez

CDI - Gérant de Fortune H/F - Bordeaux

Cyrus Herez

Bordeaux, Nouvelle-Aquitaine, France
Full-time
Salary not specified
3 months ago
Wealth ManagementFinancial AdvisoryClient Relationship ManagementAsset ManagementEstate PlanningReal Estate InvestmentStructured ProductsPortfolio DevelopmentNetworkingFinancial Engineering
Laplace

Gérant(e) Privé(e) - Bordeaux H/F

Laplace

Bordeaux, Nouvelle-Aquitaine, France
Full-time
Salary not specified
4 months ago
Wealth ManagementFinancial AdvisoryClient Relationship ManagementAsset ManagementFinancial EngineeringInvestment StrategyTax PlanningLegal MonitoringEconomic MonitoringPortfolio DevelopmentFinancial AnalysisClient Loyalty

Conseiller en gestion de patrimoine H/F

UFF

Bordeaux, Nouvelle-Aquitaine, France
Temps Complet
EUR27,000 - EUR60,000
4 months ago
Wealth ManagementBusiness DevelopmentFinancial AnalysisTax PlanningEstate PlanningClient Relationship ManagementProspectingFinancial Solution SalesComplianceActive ListeningEmpathyInterpersonal Skills
Allianz France

Conseiller Expérimenté en Gestion de Patrimoine H/F - Agen (47)

Allianz France

Bordeaux, Nouvelle-Aquitaine, France
Full-time
Salary not specified
3 days ago
Wealth ManagementFinancial PlanningWealth AnalysisFinancial Needs AnalysisClient Relationship ManagementBusiness DevelopmentPortfolio ManagementPartner Network DevelopmentClient RetentionPersonalized Financial AdviceSalesKnowledge of Tax and Legislative ChangesFinancial Product KnowledgeProspective PlanningBig Expert

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