Hybrid Advisor – Manager, Wealth Creation and Maximization

Posted 2 months ago

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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

Advisor – 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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