Wealth Management Advisor

HUMANIS PARTNERS; Cergy; On-site; EUR 52,000 - 76,000; Full time

Job summary

Jobtailor is seeking a Wealth Management Advisor to guide clients in wealth management and real estate solutions, servicing both individuals and professionals. You will analyze client needs and tailor strategies with a focus on long-term growth and risk management.

You will build and maintain close relationships, acting as a trusted wealth management expert, and collaborate with internal teams to deliver integrated financial solutions.

Qualifications

• 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.

Responsibilities

• 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

Skills

relationship building

client management

independent work

sales expertise

Education

degree in business

degree in sales

degree in finance

Job description

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

ATS Optimization Keywords

Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility.

Soft Skills

• relationship building
• client management
• independent work
• sales expertise

Certifications & Qualifications

• degree in business
• degree in sales
• degree in finance