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Independent Wealth Management Advisor
IFB FranceConseiller(e) en Gestion de Patrimoine pour le groupe IFB France, développant et fidélisant un portefeuille clients avec des solutions patrimoniales sur-mesure.
About the role
Key responsibilities & impact- Develop and retain your client portfolio
- Provide wealth solutions tailored to each investor’s objectives and risk profile
- Collaborate with the various ecosystem stakeholders
- Prospect, analyze, advise, retain clients and deliver tangible solutions
Requirements
What you’ll need- Sales-driven personality
- Analytical mindset and persuasive skills
- Entrepreneurial spirit
Benefits
Comp & perks- Tailored onboarding and training program
- Pre-booked prospect appointments
- 360° service offering (dedicated back-office and digital tools, exclusive financial and real estate products)
- Support from the group’s momentum to engage, retain and expand your client portfolio through national campaigns
- Attractive, uncapped compensation
ATS Keywords
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Soft Skills
sales-driven personalityanalytical mindsetpersuasive skillsentrepreneurial spirit