Wealth Management Advisor

Role Overview

• As a member of this team, you will make our range of responsible investment products one of the very best on the market.
• Convert our highly qualified prospect base into clients and retain our active members.
• Ensure the quality of our product offering and position Green-Got as a reference player in investment.
• This will require setting up financial and extra-financial monitoring, constantly searching for new solutions, mastering all the subtleties of our investment vehicles and being able to guide clients according to their profiles.
• You will join a team of five people; your scope of action will be broad and your tasks varied.
• Business development: Actively contribute to growing the client portfolio by identifying new investment opportunities.
• Support and retain our existing investor clients by proposing personalized solutions tailored to their wealth objectives.
• Proactively grow the existing portfolio by targeting high-value outreach.
• Offer our investment funds (UCITS/OPCVM) and our investment solutions to major wealth management networks and family offices.
• Contact: Answer questions from our members and prospective members across our different channels (email, in-app chat, website chat, phone);
• Collect and forward any missing supporting documents and additional information required to subscribe to contracts;
• Serve as the main liaison between Green-Got and its partners when exchanging member documents and information, and ensure follow-up on cases;
• Financial engineering: Continuously evolve our methodology to offer the most competitive investment products on the market (financial and extra-financial criteria).
• Actively monitor portfolio performance and recommend solutions to optimize contract returns and safeguard our clients.
• Develop and implement new investment products (structured products, creation of Green-Got funds, PER — French retirement savings plan, securities accounts, savings accounts and many others).

Requirements

• You have completed studies in finance, sustainable finance and/or wealth management and have 2 to 4 years of experience in a wealth management firm, asset management or banking.
• Financial investments hold no secrets for you and you enjoy spending time analyzing UCITS (OPCVM) funds.
• You are an excellent communicator; you are not afraid to contact, follow up and follow up again with your interlocutors.
• Closing deals is a challenge that excites you.
• You have excellent analytical skills and enjoy solving new problems.
• You are the go-to person on financial matters for those around you — they consult you when needed and you love explaining your profession.
• You have excellent writing skills and are extremely rigorous.
• You are comfortable with the unknown and the requirement to learn every day.
• You are aligned with Green-Got’s mission.
• You are motivated — very, very motivated.
• You have a good level of English. Some of our discussions are in English; we have and will have more non-French-speaking members in the future.

Benefits

• Impact: The opportunity to contribute to a meaningful project that already has a significant environmental impact, in a rapidly developing sector.
• A comfortable fixed salary plus uncapped variable compensation based on your targets.
• An existing client portfolio that will be gradually entrusted to you to develop and retain.
• Close management and high-performance tools (dedicated back office, communications team, prospect/client database, premium CRM).
• A stimulating work environment that promotes autonomy and initiative within a fast-growing group.
• An ambitious, young, determined team that enjoys spending good times together.
• Learning: Work alongside experts in sustainable finance and advisory.
• Remote: At least two days of remote work per week, although the atmosphere is so nice you may want to stay at the office.