Patrimony Advisor

Il y a 2 mois

Nantes, Pays de la Loire, France Gresham Banque Privée Temps plein
About Gresham Banque Privée

Gresham Banque Privée is a leading financial institution that offers a unique blend of insurance, banking, and asset management expertise. With a strong presence in France, we provide a personalized and tailored approach to our clients' financial needs.

Job Summary

We are seeking a highly motivated and experienced Patrimony Advisor to join our team. As a Patrimony Advisor, you will be responsible for developing and maintaining relationships with our clients, providing them with expert advice on their financial portfolios, and helping them achieve their long-term financial goals.

Key Responsibilities
  • Develop and implement personalized financial plans for clients, taking into account their individual needs and goals
  • Provide expert advice on investment strategies, risk management, and wealth preservation
  • Build and maintain strong relationships with clients, understanding their financial situations and providing tailored solutions
  • Stay up-to-date with market trends and regulatory changes, ensuring that clients' portfolios are optimized and compliant
  • Collaborate with internal teams, including marketing and sales, to develop and implement business growth strategies
Requirements
  • Minimum 5 years of experience in financial planning and wealth management
  • Strong knowledge of financial products, including insurance, banking, and asset management
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • Proven track record of success in developing and maintaining client relationships
  • Ability to work in a fast-paced environment and adapt to changing market conditions
What We Offer
  • A competitive salary and bonus structure
  • A comprehensive benefits package, including health insurance and retirement plans
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
About the Role

This is a full-time position, with a salary range of €22,000 to €45,000 per year. The ideal candidate will have a strong passion for financial planning and wealth management, with excellent communication and interpersonal skills. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply.