Wealth Strategy Consultant for UHNW Clients (Hybrid)

Natixis NY Branch; Paris; Hybride; EUR 110 000 - 170 000; Plein temps

Avantages offerts par ce poste

Health insurance

Résumé du poste

Natixis Wealth Management in Paris is seeking a Consulting Manager to join its Advisory Management team. You will manage and develop client portfolios, offering tailored investment solutions and maintaining impeccable service for HNWI/UHNWI clients.

The role emphasizes investment strategy, client relationship management, and compliance with regulatory frameworks within a hybrid work environment.

Qualifications

• Management and development of the activity: Ensure the management of assets entrusted by clients.
• Customer relationship and tailor-made service: Listen to and understand client expectations.
• Investment advice and strategy: Develop strategies tailored to each client’s objectives and risk tolerance.
• Compliance and risk management: Ensure compliance with MIF/ DDA, SFDR and PRIIPS.

Responsabilités

• Management and development of the activity: Ensure the management of assets entrusted by clients.
• Customer relationship and tailor-made service: Listen to and understand client expectations.
• Investment advice and strategy: Develop strategies tailored to each client’s objectives and risk tolerance.
• Compliance and risk management: Ensure compliance with MIF/ DDA, SFDR and PRIIPS.

Description du poste

Natixis Wealth Management in Paris is seeking a Consulting Manager to join its Advisory Management team. You will manage and develop client portfolios, offering tailored investment solutions and maintaining impeccable service for HNWI/UHNWI clients.

The role emphasizes investment strategy, client relationship management, and compliance with regulatory frameworks within a hybrid work environment.