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

JuniorMid-Level

About the role

  • Business development: Actively contribute to growing the client portfolio by identifying new investment opportunities.
  • Support and retain our existing investor clients by offering tailored solutions aligned with their wealth objectives.
  • Proactively grow the existing portfolio by targeting high-value outreach.
  • Offer our investment funds (UCITS/OPCVM) and our investment solutions to large networks of independent wealth managers (CGPs) and family offices.
  • Contact: Respond to questions from our members and prospective members across our channels (email, in-app chat, website chat, phone).
  • Collect and forward any missing supporting documents and additional information required to complete contract subscriptions.
  • Serve as the primary liaison between Green-Got and its partners for exchanging member documents and information, and ensure follow-up on cases.
  • Financial engineering: Continuously evolve our methodology to provide the market's best-performing investment products (using 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 (French retirement savings plan), securities accounts, savings accounts, and more).
  • Advise clients on the allocation of their financial assets, on constructing a portfolio suited to their risk profile, and on beneficiary clauses.
  • Improve the overall experience and the app experience: Contribute to creating educational content (blog, video & social media) about personal finance.
  • Create and maintain a financial newsletter for our members.
  • Work closely with technical and product teams to improve the app and website: report bugs, provide suggestions, update FAQs, etc.

Requirements

  • You have a background in finance, responsible finance and/or wealth management and 2 to 4 years of experience in a wealth management firm, asset management, or banking.
  • Financial investments hold no secrets for you and you enjoy spending time analyzing UCITS/fund documents.
  • You are an excellent communicator and are comfortable contacting, following up and re-following your contacts.
  • Closing deals excites 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 they need advice and you love explaining your work.
  • 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 conversations 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 positive impact on the environment, in a rapidly growing sector.
  • A competitive fixed salary plus uncapped variable pay based on your objectives.
  • An existing client portfolio that will be gradually entrusted to you to develop and retain.
  • Hands-on management and powerful tools (dedicated back office, communications team, prospect/client database, premium CRM).
  • A stimulating work environment that encourages 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 nice you may want to stay at the office.

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 analysisUCITSstructured productssavings accountssecurities accountsrisk profile assessment
Soft skills
communicationanalytical skillsproblem-solvingdetail-orientedmotivationclient advisingrelationship managementeducational content creationadaptabilityteam collaboration