Senior Manager at Adobe Ventures sourcing and evaluating investment opportunities. Supporting portfolio growth and collaborating with internal and external partners to enhance strategic value.
About the role
- 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
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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