Actuarial Consultant managing pricing strategies for retirement risk transfer products at iA Financial Group. Collaborating with internal teams and external consultants to develop innovative solutions.
About the role
- 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
Benefits
- Tickets restaurants
- Mutuelle
- Chèques cadeaux
- 50% Transports
- RTT
- Téléphone
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
IA
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