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Financial Advisor

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

About the Role

We are seeking a skilled Patrimony Asset Manager to join our team at Groupama-fr. As a key member of our Wealth Management department, you will be responsible for providing expert advice to clients on their financial assets and investments.

Key Responsibilities

  • Analyze clients' financial situations and provide personalized recommendations for their investment portfolios.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Stay up-to-date with market trends and regulatory changes to ensure clients' investments are aligned with their needs.
  • Collaborate with internal teams to provide comprehensive financial solutions to clients.

Requirements

  • Minimum 6 years of experience in wealth management or a related field.
  • Strong knowledge of financial markets, regulations, and investment products.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.

What We Offer

  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.

Location

France, Auvergne-Rhône-Alpes region.