Wealth Management Specialist

il y a 5 jours


Metz, Grand Est, France Gresham Banque Privée Temps plein

About Gresham Banque Privée

Gresham Banque Privée is a leading provider of wealth management services, part of the APICIL group, a major French social protection group. As a brand of APICIL Epargne, we offer a unique combination of expertise in insurance, banking, and asset management.

Our Culture

We pride ourselves on creating a supportive work environment that values autonomy, teamwork, and kindness. Our 18 agencies across France foster a culture of proximity, availability, responsiveness, and trust.

Job Summary

We are seeking a skilled Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for developing relationships with high net worth clients and providing personalized investment strategies.

Key Responsibilities

  • Conduct targeted prospecting activities to identify new business opportunities
  • Organize events and utilize digital tools to enhance client experience and drive business growth
  • Develop and implement personalized investment strategies for high net worth clients

Requirements

To be successful in this role, you will need:

  • A Bachelor's degree in any field
  • At least 5 years of experience in wealth management
  • A strong sales-oriented mindset

What We Offer

We offer a competitive compensation package, including a base salary, uncapped commission, and various benefits. We are committed to diversity and invite candidates from all backgrounds to apply.


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