Wealth Management Advisor analyzing client portfolios and developing personalized investment strategies. Building strong relationships with clients and collaborating with financial experts while ensuring regular performance evaluations.
Responsibilities
Analyser les portefeuilles clients pour offrir des conseils personnalisés en gestion de patrimoine
Élaborer des stratégies d'investissement adaptées aux objectifs financiers des clients
Assurer un suivi régulier et proactif de la performance des investissements
Développer et entretenir des relations solides avec les clients pour comprendre leurs besoins évolutifs
Collaborer avec des experts internes pour optimiser les solutions patrimoniales proposées
Effectuer une veille économique et financière pour anticiper les tendances du marché
Participer à des réunions et événements professionnels pour élargir le réseau de clients
Rédiger des rapports et recommandations clairs pour les clients et les parties prenantes
Requirements
Expérience professionnelle de 4 ans minimum dans la gestion de patrimoine
Maîtrise des outils d'analyse financière
Compétences avérées en communication
Capacité à établir et maintenir des relations clients durables
Solides aptitudes en conseil et accompagnement personnalisé
Connaissance approfondie des produits financiers et fiscaux
Aptitude à travailler de manière autonome et en équipe
Sens de l'écoute et de l'empathie pour comprendre les besoins clients
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