Wealth Management Advisor

Job description

Wealth Management Advisor, 80–100% in Brie-Vallais. If you have a solid background in business and experience in wealth management, we’d like to hear from you.

Tasks

Their goals are as follows:

• Identifying and capitalizing on the potential of existing and new customers.
• Build and maintain trustworthy and personal relationships with customers.
• To offer customized investment solutions that align with the bank's strategy and comply with applicable regulations.
• A comprehensive assessment of client needs to provide optimal wealth management advice.
• Stay up to date on changes to the policies and products for this type of customer.

Requirements

This position is suitable for you if:

• You have a higher-level business education and excellent communication skills.
• You have a strong grasp of financial instruments and an excellent understanding of financial markets.
• You have strong communication and negotiation skills to achieve the goals.
• You are dynamic and pragmatic, with a strong sense of initiative and teamwork.
• You are able to set priorities and work independently.
• You have strong language skills to communicate with international clients.

We offer

The opportunity to join us and contribute your skills.