Wealth Management Specialist

il y a 2 semaines


Nantes, Pays de la Loire, France Groupama-fr Temps plein

About Groupama-fr

We are seeking a dedicated and experienced Wealth Management Specialist to join our team in the Loire department. As part of our 'Wealth Management and Life' department, you will work closely with high-net-worth individuals, collaborating with our commercial network in your geographical area.

Your Role:

  • Develop and nurture relationships with internal and external referral sources through various means provided by the company, including client meetings, partnership agreements, and occasional training sessions with the commercial network.
  • Create tailored wealth solutions for individual and professional clients, employing a comprehensive advisory approach:
    • Gather in-depth information about the client's financial situation, goals, and surrounding environment.
    • Analyze these elements to provide a personalized diagnosis and recommendations.
    • Present and sell financial products and services aligned with the recommended wealth solutions. This includes real estate, FCPI, SCPI, life insurance, and other relevant offerings.
    • Stay abreast of legal and tax developments within the wealth management sector.

Your Profile:

  • You possess a proven track record of at least 5 years in selling savings solutions to individuals or professionals.
  • Ideally, you hold a specialized degree in wealth management.
  • Familiarity with the local economic landscape of the sector is advantageous.


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