Junior Partner - und Portfolio - Manager:in supporting customer acquisition and relationship management in a hybrid setting for a company specializing in online marketing.
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
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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