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Independent Wealth Management Advisor
IFB FranceConseiller(e) en Gestion de Patrimoine Indépendant(e) pour le groupe IFB France avec plus de 60 000 clients. Développez et fidélisez un portefeuille clients en apportant des solutions patrimoniales personnalisées.
About the role
Key responsibilities & impact- Build and retain your client portfolio
- Provide wealth management solutions tailored to each investor's goals and risk tolerance
- Collaborate closely with the various stakeholders in the ecosystem
- Prospect, analyze, advise, retain clients, and deliver real solutions
Requirements
What you’ll need- A natural salesperson, you stand out through your personality, analytical skills, and persuasive ability
- Driven to perform, you have an entrepreneurial mindset
Benefits
Comp & perks- Benefit from a tailored onboarding and training program
- Start the role with prospect meetings already scheduled
- Access a 360° service offering (dedicated back-office and digital tools, exclusive financial and real estate products)
- Be supported by the group's momentum to engage, retain, and grow your client portfolio through national campaigns
- Enjoy attractive, uncapped compensation
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
salespersonanalytical skillspersuasive abilityentrepreneurial mindset