Conseiller(e)/futur Manager en Création et Maximisation du Patrimoine chez Maestria Conseil. Travaillant avec des clients pour atteindre leurs objectifs financiers et patrimoniaux.
Responsibilities
Build and grow your client portfolio with the firm's guidance and support
Meet with clients to discuss their financial, tax, and wealth objectives
Analyze clients' needs and constraints to develop tailored wealth strategies
Select and implement investment solutions
Monitor, support, retain clients, and optimize solutions
Requirements
With or without experience in investment advisory (we provide comprehensive training, support, and coaching)
You have an interest in financial and real estate products
Excellent communication skills and ability to build strong client relationships
Ability to work independently and as part of a team
Effectively manage and develop your client portfolio and source new clients
Benefits
Independent firm since 2001 and partner of leading premium groups in their field
Comprehensive training, support, and coaching
Our experience and expertise to guide you
Close support, attentive listening, adaptability, and a supportive approach to ensure your success
Attractive performance-based compensation
Job title
Advisor – Manager, Wealth Creation and Maximization
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