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Galileo

Alternance – Conseiller.e Gestion de Patrimoine (H/F)

Labège

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hirly's read of this role

Seniority
Mid level
Country
FR
Work mode
On-site / unstated
First seen by hirly
27 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Nous recherch ons pour une entreprise partenaire, un.e conseiller gestion de patrimoine en contrat d’alternance.

Missions :

Rattaché(e) à l’équipe vous serez chargé(e) de :

Accompagnement personnalisé : Analyser la situation financière, fiscale et patrimoniale des clients pour proposer des solutions adaptées.

Conseil stratégique : Elaborer des stratégies sur mesure (assurance vie, épargne, prévoyance, retraite).

Suivi et gestion : Adapter les stratégies en fonction de l’évolution de la situation des clients.

Veille réglementaire : Se tenir informé des évolutions législatives et fiscales.

Profil :

Bac+5 en gestion de patrimoine

Compétences :

Connaissance des produits financiers et d’assurance (un plus)

Capacité d’analyse financière et fiscale

Sens commercial et relationnel développé

Rigueur, organisation, autonomie

Lieu de l'alternance : Albi

Type de contrat : Apprentissage

Formation : Aucun frais ne sera à la charge des candidats

Rémunération selon niveau d'études + âge

  • Prochaine rentrée : Septembre/Octobre
  • #fin
Original posting on Galileo's site ↗

Listed on hirly, a job board. hirly is not the employer: Galileo is hiring for this role.

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