Wealth Management Advisor
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- Develop, manage, and monitor a portfolio of high-net-worth clients
- Advise clients based on an annual wealth assessment on banking products and services, savings, asset allocation, real estate, taxation, lending, insurance, and personal protection
- Conduct comprehensive wealth management interviews that take clients’ needs and risks into account
- Recommend and sell services and products tailored to clients’ needs
- Follow up on client files in coordination with support services
- Monitor technical and competitive developments relating to the evolution and growth of the business
- Contribute to the promotion of multichannel banking
- Act as a subject-matter expert in supporting the coordination, training, and development of advisors within the relevant area of expertise
- Work under the guidance of the Branch Manager and in close collaboration with the entire team
Requirements
- Higher education qualification equivalent to a bachelor's degree (Bac+3)
- At least 2 years of successful experience advising high-net-worth clients in a bank branch
- Strong knowledge of securities
- Strong knowledge of banking risk management
- Strong knowledge of personal taxation
- Excellent interpersonal skills
- Driven, business-development-oriented mindset
- Strong team spirit
- Alignment with the values of proximity, responsibility, and solidarity
- Banking and insurance experience: 2 years (required)
Core Competencies
Demonstrates expertise in wealth management, advising high-net-worth clients on banking products, asset allocation, and personal taxation. Proven ability to collaborate with teams and contribute to business development in a banking environment.
Highest-signal resume keywords
- Wealth Management
- High-Net-Worth Client Advisory
- Banking Risk Management
- Personal Taxation Knowledge
- Business Development Orientation
Hard Skills
- Securities Knowledge
- Banking Risk Management
- Personal Taxation
- Asset Allocation
- Lending
- Insurance Products
- Real Estate Advisory
- Client Portfolio Management
- Wealth Assessment
- Multichannel Banking
Soft Skills
- Interpersonal Skills
- Team Spirit
- Business-Development Orientation
Industry Keywords
- High-Net-Worth Clients
- Banking
- Insurance
- Client Needs Assessment
- Support Services Coordination
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Senior Wealth Manager for High-Net-Worth Clients
Il y a 1 semaine
Saverne, Grand Est, France Jobtailor Temps pleinJobtailor is seeking a Wealth Advisor to develop and manage a portfolio of high-net-worth clients in a branch setting. You will advise on banking products, taxation, and real estate while conducting wealth assessments and interviews to align solutions with client needs.Your role includes promoting multichannel banking, collaborating with support services,...