Green-Got

Counselor

• Business development: Actively contribute to the growth of the client portfolio by identifying new investment opportunities.
• Support and retain our existing investor clients by offering personalized solutions tailored to their wealth objectives.
• Proactively grow the existing portfolio by targeting high‑value outreach.
• Promote our investment funds (UCITS/OPCVM) and investment solutions to major networks of independent wealth managers (CGP) and family offices.
• Customer contact: Respond to questions from our members and prospective members across our channels (email, in‑app chat, website chat, phone).
• Collect and forward any required supporting documents and additional information missing for contract subscriptions.
• Serve as the main point of contact between Green‑Got and its partners for exchanging members’ documents and information, and ensure case follow‑up.
• Financial engineering: Continuously evolve our methodology to offer the most competitive investment products on the market (financial and extra‑financial criteria).
• Actively monitor portfolio performance and recommend solutions to optimize contract returns and protect our clients.
• Develop and implement new investment products (structured products, creation of Green‑Got funds, PER, brokerage accounts, savings accounts and many others).
• Advise clients on the allocation of their financial assets, the portfolio suited to their risk profile, and beneficiary designations.
• Improve the overall experience & the app experience: Contribute to the creation of educational content (blog, video & social media) on personal finance.
• Create and maintain a financial newsletter for our members.
• Work closely with the engineering and product teams to improve the app and website: report bugs, make suggestions, update FAQs, etc.

Wealth Management Advisor