Private Wealth Advisor
il y a 7 jours
Structure innovante en plein développement recherche de nouveaux conseillers
Notre client, structure spécialisée en Wealth Management, recherche un nouveau Private Wealth advisor. Le poste est à pourvoir rapidement.
En tant que Private Wealth Advisor, vos principales missions sont:
- Définir un plan d'actions de développement commercial annuel, le mettre en œuvre et le suivre,
- Développer un portefeuille de nouveaux partenaires en région,
- Déployer l'utilisation des outils digitaux auprès de la clientèle privée,
- Analyser les besoins de votre portefeuille, maîtriser les produits et les solutions du Groupe, proposer les réponses les plus adaptées,
- Avoir un rôle d'information et de conseil auprès d'une clientèle de professionnels du patrimoine et du courtage en assurance vie et animation des partenaires,
- S'assurer de la satisfaction des partenaires au regard des produits et des solutions et proposer des pistes d'amélioration continue.
Une expérience de 5 ans est requise sur le poste, ainsi qu'un portefeuille clients transférable (assurance vie, immobilier, multiasset).
Avantages : flexibilité du travail, outils innovants, partenariat et autorisation légale à l'international. #1333658
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