Remote Senior Client Facilitator for UHNW Wealth

Paired; France; Hybride; EUR 60 000 - 80 000; Plein temps

Résumé du poste

A financial services firm is seeking a Senior Account Manager to support lead advisors in delivering exceptional client service to high-net-worth clients. The ideal candidate will have 3-7 years of experience in financial services, preferably in UHNW wealth management, and possess strong organizational and communication skills. This position offers clear pathways for advancement within the company, with the potential for discretionary bonuses based on performance.

Prestations

Discretionary bonuses tied to individual performance

Clear pathways for career advancement

Qualifications

• 3–7 years in operational, account management, or project management roles within financial services.
• 4+ years in financial services including at least 2 years in UHNW wealth management.
• Strong understanding of financial planning, tax strategy, banking, and investment principles.

Responsabilités

• Track and document all advisor-client interactions in the CRM.
• Manage the prospective client pipeline including follow-ups.
• Aggregate and maintain key client documents.

Connaissances

Highly organized

High emotional intelligence

Proficiency with Microsoft 365

Strong written communication skills

Proven project management skills

Formation

Series 65, CFP, CPA/PFS, CPWA or equivalent certifications

Outils

CRM platforms

Financial planning/reporting tools

Description du poste

A financial services firm is seeking a Senior Account Manager to support lead advisors in delivering exceptional client service to high-net-worth clients. The ideal candidate will have 3-7 years of experience in financial services, preferably in UHNW wealth management, and possess strong organizational and communication skills. This position offers clear pathways for advancement within the company, with the potential for discretionary bonuses based on performance.