Financial Services Advisor
il y a 1 semaine
About Gresham Banque Privée
Gresham Banque Privée is a leading provider of wealth management services, offering a unique blend of expertise in insurance, banking, and asset management. As a member of the APICIL group, we have a strong presence in the French market, with a network of 18 agencies across the country.
Job Summary
We are seeking a highly motivated and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for developing and maintaining relationships with high net worth clients, providing personalized investment strategies, and driving business growth through targeted prospecting activities and digital tools.
Key Responsibilities
- Develop and maintain relationships with high net worth clients to understand their financial goals and objectives
- Provide personalized investment strategies and recommendations to clients
- Conduct targeted prospecting activities to identify new business opportunities
- Organize events and utilize digital tools to enhance client experience and drive business growth
- Collaborate with internal teams to ensure seamless delivery of services to clients
Requirements
- Bachelor's degree in any field
- At least 5 years of experience in wealth management
- Strong sales-oriented mindset and ability to build relationships with high net worth clients
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet sales targets
What We Offer
We offer a competitive compensation package, including a base salary, uncapped commission, and various benefits. We are committed to diversity and invite candidates from all backgrounds to apply. This is a full-time position with a fixed base salary and additional compensation through commissions and bonuses. The work schedule is during the day, and the position is located on-site.
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