Financial Advisor

Il y a 2 mois


SaintCyrsurLoire, Centre-Val de Loire, France CAPITAL RESSOURCES Temps plein
About the Role

We are seeking a highly skilled and experienced Financial Advisor to join our team at Capital Ressources. As a Financial Advisor - Private Wealth Management, you will be responsible for providing personalized financial planning and investment advice to our clients.

Key Responsibilities
  • Prospect and acquire new clients to expand our client base
  • Analyze clients' financial situations and provide tailored investment solutions
  • Develop and maintain strong relationships with clients to ensure long-term loyalty
  • Stay up-to-date with market trends and regulatory changes to provide expert advice
Requirements
  • Master's degree in Finance, Banking, or a related field
  • Minimum 2 years of experience in private wealth management or a related field
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills
What We Offer
  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Access to industry-leading tools and resources

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