Independent Wealth Management Advisor
il y a 2 semaines
About the Company:
FAB Group is a leading financial services company with a strong presence in Paris, Nantes, Lyon, Bordeaux, and Luxembourg. The company operates under six distinct brands: Carrières Bancaires, Carrières Financières, Carrières Assurances, FAB Real Estate, FAB Careers IT, and FAB Careers. Carrières Bancaires is a leading player in the banking and financial services sector, providing services to clients in the banking and financial services industry. Carrières Assurances, a specialized entity within the group, is seeking a seasoned professional to join their team as an Independent Wealth Management Advisor.
About the Role:
As an Independent Wealth Management Advisor, you will be responsible for managing a portfolio of high-net-worth individual clients and developing your business in the Bretagne region, with a focus on the Orne department. Your key responsibilities will include:
- Managing and developing a portfolio of high-net-worth individual clients
- Analyzing client situations to provide tailored financial solutions
- Regularly meeting and communicating with clients to understand their needs and provide personalized service
FAB Group offers a comprehensive training program and a personalized career development plan to support your growth and success in this role.
About the Ideal Candidate:
We are seeking a highly motivated and experienced professional with a strong background in sales and financial services. A proven track record in selling financial products, particularly in the areas of tax optimization and life insurance, is highly valued. The ideal candidate will possess excellent communication and interpersonal skills, a strong commercial acumen, and a passion for delivering exceptional client service. If you are a driven and ambitious individual looking to take your career to the next level, we encourage you to apply for this exciting opportunity.
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