Advisor / Future Manager, Wealth Creation and Growth

Maestria Conseil; Reims; On-site; EUR 30,000 - 55,000; Full time

Job summary

Jobtailor in France is seeking a motivated wealth advisory professional to build and grow a client portfolio with guidance from the firm. You will meet with clients to discuss financial, tax and wealth objectives and develop tailored wealth strategies.

You will select and implement investment solutions, monitor and support clients, and aim to retain and expand the portfolio through proactive service and relationship building.

Qualifications

• With or without experience in investment advisory (we provide full training, support and coaching)
• You enjoy 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 develop your client portfolio and source future clients

Responsibilities

• 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 in order to develop appropriate wealth strategies
• Select and implement investment solutions
• Monitor, support and retain clients while optimizing solutions

Skills

Portfolio management

Communication

Relationship building

Independent work

Team collaboration

Job description

• 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 in order to develop appropriate wealth strategies
• Select and implement investment solutions
• Monitor, support and retain clients while optimizing solutions

Requirements

• With or without experience in investment advisory (we provide full training, support and coaching)
• You enjoy 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 develop your client portfolio and source future clients

Core Competencies

Demonstrates the ability to build and manage a client portfolio while developing tailored wealth strategies. Strong communication and relationship-building skills are essential for optimizing client solutions and achieving financial objectives.