Advisor – Manager, Wealth Creation and Asset Growth
France
Contract
1 week 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 tailored wealth strategies
- Select and implement appropriate investment solutions
- Monitor, advise, retain clients, and optimize implemented solutions
Requirements
- With or without investment advisory experience (we provide full training, support, and coaching)
- Interest in financial and real estate products
- Excellent communication skills and 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 fields
- Comprehensive training, support, and coaching
- Our experience and expertise to guide you
- A close, attentive, adaptable, and supportive environment to help you succeed!
- Attractive performance-related compensation