Wealth Management Advisor
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
- Design personalized financial strategies
- Develop and retain a client portfolio
- Cultivate and manage your network of referral sources and partners
- Provide long-term client follow-up
Requirements
- 5 to 6 years of commercial/sales experience (banking, insurance, real estate, brokerage)
- Higher education (Bac+2 to Bac+5) in finance, business, or a related field
- Strong autonomy and an entrepreneurial mindset
- Ability to build and maintain a professional network
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
wealth assessmentfinancial strategy designclient portfolio developmentclient follow-up
Soft Skills
autonomyentrepreneurial mindsetnetwork buildingrelationship management