Wealth Management Advisor

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

📋 Description

• Provide guidance to clients and promote premium wealth management and real estate solutions

• Establish strong, trusted connections with both individual and professional clients

• Present retirement, life insurance, protection, and property tax-planning offerings

• Execute sales initiatives and oversee daily operational tasks

• Expand the business and client portfolio with the Group’s sales, marketing, legal, and field support

⛳️ Requirements

• Educational qualifications in sales or finance

• Demonstrated successful experience in the field, preferably in banking, insurance, or finance

• Knowledgeable industry expertise and robust business development capabilities

• Strong familiarity with the local business and economic environment

• Competence in building a client base through both direct and indirect channels

• Entrepreneurial mindset

• Aspiration for independence while leveraging the support and reputation of a prominent group

🏝️ Benefits

• Chance to operate as a genuine wealth management expert with a diverse array of products

• Collaborative role providing significant autonomy in sales endeavors and everyday business operations

• Ongoing assistance from a major group, encompassing sales, marketing, resources, legal, and field support

• Comprehensive backing to enhance professional expertise