Wealth Advisor

Job Opportunity

MBway is seeking a highly skilled Patrimoine Specialist to join its team. As a key member of the commercial and financial team, you will be responsible for managing and retaining a portfolio of clients, conducting financial analyses, and providing expert advice on asset management and risk assessment.

Key Responsibilities

• Manage and maintain a portfolio of high-end clients, providing personalized service and support to meet their financial needs.

• Conduct thorough financial analyses and create customized investment plans to help clients achieve their financial goals.

• Develop and implement strategies to identify and acquire new high-value clients, while maintaining a strong client base.

• Collaborate with the commercial team to develop and implement business growth strategies.

• Stay up-to-date with market trends and economic developments to provide expert advice to clients.

Requirements

• Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.

• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

• High level of organization and time management skills, with the ability to prioritize tasks and meet deadlines.

• Ability to work in a fast-paced environment and adapt to changing circumstances.

• Fluency in English, with a strong understanding of financial markets and regulations.

Working Conditions

• Full-time position, 35 hours per week.

• Contract duration: 12-24 months.

• Location: Lyon region.

• Salary: to be determined based on age and level of education.