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UFF

Gestion de patrimoine et solutions financières

Wealth Management Trainer

Corporate & Technical TrainingConfirmed live in the last 24 hours
Full-timeBois-Colombes, France

About the Job

Requirements

  • Solid expertise in wealth management, ideally gained as an adviser.
  • Solid experience delivering training or providing coaching and support.
  • Recognized professional credibility in wealth management.
  • Proficiency in teaching methods and an interest in innovation.
  • Rigor, clarity, and high standards.

Responsibilities

  • Deliver high-value training through multiple formats, including in-person, remote, and e-learning delivery.
  • Structure effective learning pathways to create a dynamic learning experience.
  • Help employees develop their skills.
  • Design, optimize, and evolve training resources that can be used by field teams.
  • Integrate innovative approaches, particularly involving artificial intelligence for facilitation, instructional design, and tools.
  • Evaluate training impact, including progression, adoption, and transfer to field work.

Desired Qualifications

  • A background as a wealth management adviser.

About the Company

UFF

Gestion de patrimoine et solutions financières

UFF helps individuals and business owners manage their wealth in France. It provides financial advice and a range of products across real estate, life insurance, financial investments, and provident planning, along with corporate solutions such as retirement plans, employee savings plans, liquidity management, and social liabilities management. The firm uses an open-architecture approach, offering selected products from multiple providers and acting as a trusted advisor through key life moments. It sets itself apart by being the creator of the wealth management advisory profession in France and by offering comprehensive, nationwide coverage with about 170,000 clients as of December 31, 2025. Its goal is to help clients optimize their personal and professional patrimony and to support them through different moments in life with tailored solutions.

Company size
1,001-5,000
Company stage
IPO
Headquarters
France
Founded
1968

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