Wealth Management Specialist

il y a 1 mois


Tours, Centre-Val de Loire, France Groupama-fr Temps plein

About Groupama-fr

We are a leading financial services provider dedicated to helping individuals and businesses achieve their financial goals.

Wealth Management Advisor

As a Wealth Management Advisor, you will play a crucial role in providing personalized financial solutions to our valued clients. Your expertise will guide them through various aspects of wealth management, including:

  • Savings and Investment Strategies
  • Real Estate Planning
  • Tax Optimization Solutions
  • Retirement Planning
  • Insurance Needs Assessment

You will be responsible for managing a portfolio of clients, building strong relationships based on trust and understanding their unique financial needs.

What We Offer:

  • A comprehensive training program to enhance your skills and knowledge.
  • Ongoing support from experienced mentors and colleagues.
  • Access to legal and tax advice to ensure comprehensive client guidance.
  • Marketing assistance to help you grow your client base.
  • Incentive programs, including travel rewards and bonuses, to recognize your achievements.

Ideal Candidate Profile:

We are seeking highly motivated individuals with a passion for finance and a commitment to client success.

The ideal candidate will possess:

  • A strong background in insurance, banking, real estate, or brokerage.
  • Excellent communication and interpersonal skills.
  • A self-starter attitude with a proven ability to achieve results.
  • A minimum of a Bachelor's Degree.
  • 2 to 5 years of relevant experience.

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