Multichannel Wealth Management Advisor

This is a fully remote position, open to applicants in France.

📋 Description

• Oversee and expand a profitable portfolio comprising individual clients, self-employed professionals, business owners, and legal entities with fewer than 10 employees.

• Execute the Company’s commercial policy while adhering to regulatory guidelines, professional conduct, and ethical standards.

• Identify prospects within the target market established by the Company’s strategic objectives.

• Enhance the commercial activities of the individual clients assigned by the Company.

• Keep client records updated using the Company’s designated tools.

• Perform an economic, civil, tax, and estate-planning analysis of clients’ assets.

• Provide clients with guidance on formulating a wealth management strategy.

• Suggest multiple solutions tailored to meet clients’ specific objectives and needs.

• Consult with experts as needed.

• Meet the qualitative and quantitative targets set by the Wealth Management Manager and/or Branch Director.

• Travel monthly to Bois-Colombes (92 – Île-de-France).

⛳️ Requirements

• Minimum of one year of proven experience as a wealth management advisor.

• At least six months of experience in selling financial products.

• Bachelor’s to Master’s degree, preferably in finance, wealth management, banking, or a related discipline.

• IAS Level 1 authorization (Insurance Distribution).

• IOBSP Level 3 authorization (real estate lending).

• AMF certification issued by a recognized organization.

• CIF authorization (Independent Financial Advisor status).

• Valid Category B driving license.

• Strong active listening skills, empathy, and exceptional interpersonal abilities.

• Keen attention to detail and a high level of discretion.

• Ability to simplify technical subjects for better understanding.

• Commercial mindset, self-sufficiency, commitment, and a sense of responsibility.

• High personal standards and determination.

🏝️ Benefits

• Uncapped variable compensation based on sales performance.

• Customized support from a manager, a team of experts, and dedicated support functions.

• A wide array of open-architecture investment solutions.

• Access to an in-house training academy.

• Mileage reimbursement in accordance with the applicable rate schedule.

• Meal vouchers.

• Employee savings and retirement plan.

• Comprehensive company disability, life, and health insurance coverage.

• Opportunities for career development and mobility throughout France.

• Flexibility for remote working.