Hybrid Advisor, Future Manager – Wealth Creation and Maximization

Posted 2 months ago

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About the role

  • Rejoindre l'équipe de Maestria Conseil comme Conseiller(e)/futur Manager pour développer le patrimoine des clients. Aider à l'atteinte d'objectifs financiers et patrimoniaux dans un environnement stimulant.

Responsibilities

  • Build and grow your client portfolio with the guidance and support of the firm
  • Meet with clients to discuss their financial, tax and wealth-planning objectives
  • Analyze clients' needs and constraints to develop tailored wealth strategies
  • Select and implement investment solutions
  • Monitor, support and retain clients while optimizing solutions

Requirements

  • With or without experience in investment advisory (we provide full training, support and coaching)
  • Interest in financial and real estate products
  • Excellent communication skills and the ability to build strong client relationships
  • Ability to work independently and as part of a team
  • Effectively manage and grow your client portfolio and source new clients

Benefits

  • Independent firm since 2001 and partner of leading premium groups in their fields
  • Comprehensive training, support and coaching
  • Our experience and expertise to guide you
  • Close collaboration, attentive support, adaptability and a supportive culture to help you succeed
  • Attractive performance-based compensation

Job title

Advisor, Future Manager – Wealth Creation and Maximization

Job type

Experience level

Mid levelSenior

Salary

€30,000 - €150,000 per year

Degree requirement

No Education Requirement

Location requirements

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