Green-Got

Wealth Management Advisor

Green-Got

full-time

Posted on:

Location Type: Hybrid

Location: Paris • 🇫🇷 France

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Salary

💰 €35,000 - €70,000 per year

Job Level

Mid-LevelSenior

About the role

  • 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.

Requirements

  • You have completed studies in finance, responsible finance and/or wealth management and have 2 to 4 years’ experience in a wealth management firm, asset management or banking.
  • Financial investments hold no secrets for you and you enjoy spending time analyzing mutual funds (OPCVM/UCITS).
  • You are an excellent communicator and are not afraid to contact, follow up and follow up again with your contacts.
  • Closing deals is a challenge that thrills you.
  • You have excellent analytical skills and enjoy solving new problems.
  • You are the go‑to person among your friends and family for financial matters — they consult you when in need and you love explaining your work to them.
  • You have excellent writing skills and are extremely detail‑oriented.
  • You are comfortable with uncertainty and with learning new things every day.
  • You are aligned with Green‑Got’s mission.
  • You are motivated — very, very motivated.
  • You have a good level of English. Some of our discussions are in English and we have, and will have, more non‑French‑speaking members in the future.
Benefits
  • Impact: The opportunity to contribute to a meaningful project that already has a significant environmental impact, in a fast‑growing sector.
  • Competitive base salary plus uncapped variable compensation based on targets.
  • An existing client portfolio that will be progressively entrusted to you to develop and retain.
  • Close, supportive management and powerful tools (dedicated back office, communications team, prospect/client database, premium CRM).
  • A stimulating work environment that promotes autonomy and initiative within a fast‑growing group.
  • An ambitious, young and determined team that enjoys spending time together.
  • Learning: Work alongside experts in sustainable finance and advisory.
  • Remote: At least two days of remote work per week, although the office atmosphere is so great you may want to stay there.

Applicant Tracking System Keywords

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

Hard skills
financial engineeringportfolio performance monitoringinvestment product developmentwealth managementfinancial analysismutual funds analysisstructured productsbrokerage accountssavings accountsrisk profile assessment
Soft skills
excellent communicationanalytical skillsproblem-solvingdetail-orientedmotivationcustomer servicefollow-upeducational content creationadaptabilityrelationship management