Wealth Management Advisor
il y a 2 semaines
About FAB Group
FAB Group is a leading firm with multiple locations in France and Luxembourg, specializing in diverse sectors such as Retail Banking, Financial Services, Insurance, Real Estate, IT, and Private Banking. Carrières Bancaires, focused on retail banking and specialized financial services, is seeking a talented Independent Wealth Management Advisor to join their esteemed team.
About the Role
As an Independent Wealth Management Advisor, you will be responsible for managing a portfolio of high-net-worth clients and self-employed individuals in Brittany. Your primary focus will be on building and nurturing relationships with clients in Lannion or Saint-Brieuc.
Your key responsibilities include:
- Managing and expanding your client base through effective relationship management
- Conducting thorough needs analyses to understand client financial goals and objectives
- Providing tailored financial product recommendations and services that align with client requirements
Ideal Candidate Profile
We are seeking candidates with a proven track record in sales, particularly within the financial products sector. Exceptional interpersonal skills, commercial acumen, and a strong drive for success are essential qualities.
If you possess ambition, autonomy, and a desire to excel in wealth management, this opportunity in Brittany could be the perfect fit for your career aspirations.
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