Wealth Management Advisor – Toulouse, Occitanie
HUMANIS PARTNERS
full-time
Posted on:
Location Type: Remote
Location: France
Visit company websiteExplore more
Salary
💰 €45,000 - €60,000 per year
About the role
- Conduct comprehensive wealth assessments
- Develop tailored financial strategies
- Grow and retain a client portfolio
- Engage and manage your professional network (centers of influence, partners)
- Provide long-term client follow-up and support
Requirements
- 5 to 6 years of commercial experience (banking, insurance, real estate, brokerage)
- Postsecondary education level equivalent to Bac+2 to Bac+5 (finance, business, etc.)
- High degree of autonomy with an entrepreneurial mindset
- Proven ability to build and develop a professional network
Benefits
- Remote work
- Entrepreneurial autonomy
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
autonomyentrepreneurial mindsetnetwork buildingclient managementclient follow-upfinancial strategy development