Portfolio Manager

il y a 1 semaine


Vannes, Bretagne, France FAB GROUP Temps plein

About FAB Group:

FAB Group is a leading financial services company with a strong presence in the industry. Founded in 2007, the company has established itself as a reputable player in the market, with various brands specializing in banking, finance, insurance, real estate, and IT.

About the Position:

As a Wealth Management Advisor, you will be responsible for managing a portfolio of high-end individual and self-employed clients. Your duties will include analyzing client needs, offering tailored financial products and services, and maintaining client relationships.

Key Responsibilities:

  • Analyze client needs and develop personalized financial plans
  • Offer a range of financial products and services to meet client needs
  • Maintain strong relationships with clients to ensure their ongoing financial well-being

Requirements:

  • Strong sales background with experience in financial product sales
  • Exceptional communication skills and a commercial mindset
  • Drive for professional growth and a willingness to learn

About the Ideal Candidate:

The ideal candidate will be ambitious, autonomous, and goal-oriented, with a strong desire to succeed in a fast-paced financial services environment. If you are a motivated and results-driven individual with a passion for financial services, this role may be an excellent fit for you.


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