
Wealth Advisor
Green-Got
full-time
Posted on:
Location Type: Hybrid
Location: Paris • 🇫🇷 France
Visit company websiteSalary
💰 €35,000 - €70,000 per year
Job Level
JuniorMid-Level
About the role
- As a member of this team, you will work to make our range of responsible investments one of the very best on the market.
- Convert our highly qualified prospect base into clients and retain our active members.
- Ensure the quality of our product offering and establish Green-Got as a reference player in sustainable investing.
- This will require setting up financial and extra‑financial monitoring, continually researching new solutions, knowing the subtleties of our investment products, and advising clients according to their profiles.
- You will join a team of five people; your scope will be broad and your responsibilities varied. They will evolve according to company news, needs, your preferences and the development of Green-Got and its features.
- As a member of this team, you will mainly interact with our members and partners, as well as with other Green-Got teams (Marketing, Compliance, Tech, Communications, Product).
Requirements
- You have training in finance, responsible finance and/or wealth management and have 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 analysing UCITS (OPCVM).
- You are an excellent communicator and are not afraid to reach out, follow up and follow up again with contacts.
- Closing deals is a challenge that excites you.
- You have excellent analytical skills and enjoy solving new problems.
- You are the go‑to person in your circle for financial matters — people consult you for advice and you love explaining your work.
- You have strong written communication skills and are extremely meticulous.
- You are comfortable with uncertainty and with having to learn 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 held 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 significant environmental impact, in a rapidly growing sector.
- A competitive fixed salary plus uncapped variable pay tied to your targets.
- An existing client portfolio that will be progressively entrusted to you to develop and retain.
- Close, hands‑on management and high‑performance tools (dedicated back office, communications service, prospects/clients 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 good you may want to stay.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysiswealth managementasset managementfinancial monitoringUCITSsustainable investinginvestment productsclient advisingdeal closingproblem solving
Soft skills
communicationanalytical skillsmeticulousnessmotivationadaptabilityinterpersonal skillsclient relationship managementteam collaborationproactive follow-upconsultative skills