Advisor – Manager, Wealth Creation and Asset Growth
France
Full Time
3 weeks ago
$30,000 - $150,000 EUR
No Sponsorship
Key skills
Communication
About this role
Role Overview
- Build and grow your client portfolio with the firm's guidance and support
- Meet with clients to discuss their financial, tax and wealth objectives
- Analyze clients' needs and constraints to develop appropriate wealth strategies
- Select and implement investment solutions
- Monitor, support and retain clients, and optimize solutions
Requirements
- With or without experience in investment advisory (we provide full training, support and coaching)
- Interest in financial and real estate products
- Excellent communication skills and the ability to build strong client relationships
- Ability to work independently and as part of a team
- Effectively manage and grow your client portfolio and source new clients
Benefits
- Independent firm since 2001 and partner of leading premium groups in their sectors
- Comprehensive training, support and coaching
- Our experience and expertise to guide you
- Close support, attentive listening, adaptability and a caring approach to help you succeed
- Attractive performance-based compensation