Private Client Adviser, New Business

How Ya Doing; France; Sur place; EUR 90 000 - 110 000; Plein temps

Résumé du poste

How Ya Doing, a leading international investment manager, is seeking a Private Client Adviser for new business in France. This independent contractor role focuses on high-net-worth clients, with qualified prospects supplied by the firm and no cold calling.

You will meet clients, assess goals, present investment strategies, and close new relationships to drive asset growth, with uncapped commissions and a comprehensive upside.

Qualifications

• At least five years in wealth management or HNW financial sales.
• Experience selling to affluent clients and growing assets.
• Proven ability to close deals and generate new business.

Responsabilités

• Arrange meetings with qualified prospects supplied by the firm.
• Present investment approach and convert prospects into clients.
• Manage onboarding of new clients and ensure compliant setup.

Connaissances

Wealth management

HNW sales

French speaking

English proficiency

Closing deals

Description du poste

Private Client Adviser, New Business (French speaking) - Independent Contractor / Tied Agent

€100,000 in Year 1, plus bonus and uncapped commission

A large international investment manager is adding to its private client team in France, and I’m helping them hire. The role suits a Conseiller en Gestion de Patrimoine, private banker, financial adviser or anyone with a background selling to high-net-worth clients who wants to focus entirely on winning new business.

How it works

The firm supplies qualified HNW prospects on an ongoing basis. You take it from there: arranging meetings, getting to know each investor’s goals and circumstances, presenting the firm’s investment approach and bringing them on as clients. There’s no cold calling, you don’t need a book of your own, and portfolio management and day-to-day servicing aren’t part of the job.

What they’re looking for

• At least five years in wealth management, private banking or HNW financial sales
• A background advising or selling to affluent and high-net-worth individuals
• Asset-gathering and net new money results you can put numbers to
• A strong closer with individual sales performance to show for it
• Comfortable discussing investments in depth with private clients
• Competitive and commercially minded
• Fluent French, with strong professional English

Pay

€100,000 in Year 1, plus bonus and uncapped commission, with plenty of upside for people who bring in assets.