Wealth Management Professional

il y a 5 jours


Paris, Île-de-France Prestige IFA Jobs Temps plein

As a Wealth Management Professional, you will deliver personalized investment solutions to help clients achieve their long-term financial objectives. Our client, a leading independent digital private investment bank and asset management organization, takes pride in delivering top-notch, professional advice to expatriate clients and investors worldwide.

With over 100,000 clients globally and more than $12 billion under our guidance, they're trusted by renowned entities like Workplace Solutions (WPS), serving as the designated pension advisor for prestigious institutions such as the BBC, Rolls Royce, London Stock Exchange, Total, UK Parliament, and many others.

The ideal candidate will provide financial planning support to clients, assist investment professionals in building client relationships, prepare accurate financial plans, and advise clients on the most suitable financial solutions for their medium to long-term goals.

Key Responsibilities:

  • Deliver personalized investment solutions to clients.
  • Provide financial planning support to clients.
  • Assist investment professionals in building client relationships.
  • Prepare accurate financial plans.
  • Advise clients on the most suitable financial solutions for their medium to long-term goals.

Requirements:

  • 2+ years of industry experience.
  • Strong understanding of the investment business.
  • Excellent interpersonal skills.
  • Native or business-level proficiency in spoken and written English is required.


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