Wealth Management Advisor
France
Full Time
1 week ago
$50,000 - $80,000 EUR
No Sponsorship
Key skills
Sales
About this role
Role Overview
- Advise on and sell wealth management and real estate solutions to individual and professional clients
- Build and maintain close, long-term relationships with clients
- Act as a genuine wealth management expert
Requirements
- Degree or training in business, sales, or finance
- Proven field experience, ideally in banking, insurance or financial services
- Strong knowledge of the local economic landscape
- Ability to grow a client base through direct and indirect channels
- Capacity to work independently while benefiting from the support of a large group
Benefits
- Autonomy in managing your activity
- Daily support from a large group (commercial, marketing, tools, legal, field support, etc.)
- Commitment to excellence through in-depth professional development toward subject-matter expertise
- Access to a wide range of products (retirement, life insurance, income protection, real-estate tax optimization)