Financial Advisory Specialist

il y a 4 semaines


Nantes, Pays de la Loire, France Groupama-fr Temps plein

Job Overview

We are seeking a dedicated Wealth Management Consultant to join our team, focusing on the Loire region.

In this role, you will be an integral part of our 'Wealth Management and Life' division, working closely with clients who require expert financial guidance. You will collaborate with various commercial networks in your area to provide tailored solutions for both individual and professional clients, ensuring a holistic approach to wealth management.

  • Cultivate and engage your network of internal and external referrals through the resources provided by the company, including client meetings and partnership agreements, along with occasional training sessions for the commercial network.
  • Design and implement wealth management strategies with a personalized touch:
    • Collect comprehensive information regarding the client's financial status, objectives, and circumstances.
    • Evaluate these factors to deliver a customized financial assessment.
    • Promote financial products and services that align with the proposed wealth management strategies, such as real estate investments, FCPI, SCPI, and life insurance options.
    • Stay informed on legal and tax changes affecting wealth management practices.

Candidate Profile

The ideal candidate will possess a minimum of 5 years of successful experience in selling financial solutions to individuals or businesses.

  • A specialized degree in wealth management is preferred.
  • Familiarity with the local economic landscape is advantageous.

Employment Details

Type of Contract: Permanent

Telecommuting: Occasional

Employment Category: Manager

Team Management: No

Location: France, Auvergne-Rhône-Alpes, LOIRE (42)

Minimum Required Education Level: Bachelor's degree or higher

Minimum Required Experience Level: 6 to 10 years



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