Wealth Management Advisor

Cabinet PRIMAT - Conseils en gestion de patrimoine

Consultant en gestion de patrimoine avec CABINET PRIMAT, développant un portefeuille client et analysant des situations patrimoniales. Établissant des stratégies et un suivi clients de qualité.

Posted 4/12/2026contractÉpinal • 🇫🇷 FranceMid-LevelSenior💰 €35,000 - €75,000 per yearWebsite

About the role

Key responsibilities & impact

Grow your client portfolio
Analyze prospects' financial and asset situations
Develop comprehensive strategies
Provide high-quality client follow-up

Requirements

What you’ll need

Strong, positive mindset
Strong interpersonal values
Good adaptability
Experience in insurance, brokerage, or real estate (a plus)
Open to career changers

Benefits

Comp & perks

Support in developing your business
Training to help you succeed
Work independently or as part of a team
Strong collaboration with other consultants

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

strong positive mindsetstrong interpersonal valuesgood adaptability