Green-Got

Wealth Management Advisor – M/F

Green-Got

full-time

Posted on:

Location Type: Hybrid

Location: Paris • France

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Salary

💰 €35,000 - €70,000 per year

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 personalized solutions tailored to their wealth-management objectives.
  • Proactively expand the existing portfolio by targeting high-value outreach.
  • Offer our investment funds (OPCVM/UCITS) and investment solutions to major 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 required supporting documents and additional information needed to subscribe to contracts.
  • Serve as the primary liaison between Green-Got and its partners for exchanging members’ documents and information, and ensure case follow-up.
  • Financial engineering: Continuously evolve our methodology to provide the market’s best-performing investment products (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 offerings (structured products, creation of Green-Got funds, PER (French retirement savings plan), securities accounts, savings accounts, and many others).
  • Advise clients on the allocation of their financial assets, the portfolio suited to their risk profile, and beneficiary clauses.
  • Improve the overall experience and the app experience: Contribute to the creation of educational content (blog, video & social media) on personal finance.
  • Create and manage a financial newsletter for our members.
  • Work closely with the tech and product teams to improve the app and website: report bugs, suggest improvements, contribute to the FAQ, etc.

Requirements

  • You have training in finance, responsible finance and/or wealth management, with 2 to 4 years’ proven experience in a wealth-management firm, asset management or banking.
  • Financial investments are second nature to you and you enjoy spending time analyzing OPCVM/UCITS funds.
  • You are an excellent communicator and are comfortable contacting, following up and persistently pursuing your interlocutors.
  • You thrive on closing deals.
  • You have strong analytical skills and enjoy solving new problems.
  • You are the go-to person among your friends and family for financial matters — they come to you for advice and you love explaining your work.
  • You have excellent writing skills and are extremely detail-oriented.
  • You are comfortable with ambiguity and with learning 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: An opportunity to contribute to a meaningful project that already has a significant environmental impact, in a fast-growing sector.
  • A competitive base salary plus uncapped variable compensation based on your targets.
  • An existing client portfolio that will be progressively entrusted to you to develop and retain.
  • Close 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 high-growth group.
  • An ambitious, young, determined team that enjoys spending time together.
  • Learning: Work alongside experts in sustainable finance and advisory services.
  • Remote: At least two days of telework per week, although the office atmosphere is so nice 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 engineeringwealth managementinvestment analysisportfolio performance monitoringstructured productsOPCVMUCITSfinancial asset allocationsavings accountsFrench retirement savings plan
Soft skills
communicationanalytical skillsproblem-solvingdetail-orientedmotivationadaptabilityclient relationship managementpersuasioneducational content creationteam collaboration