Consultant for banking projects in a dynamic firm focusing on project and change management. Involves working as a Business Analyst in various bank projects and collaborating with clients.
About the role
- Wealth Management Advisor at Green-Got developing client portfolios for sustainable investment solutions. Responsible for advising clients and supporting sustainable finance initiatives.
Responsibilities
- Business development: Actively contribute to the growth of the client portfolio by identifying new investment opportunities.
- Support and retain our existing investor clients by offering personalized solutions tailored to their wealth objectives.
- Proactively grow the existing portfolio by targeting high‑value outreach.
- Promote our investment funds (UCITS/OPCVM) and investment solutions to major networks of independent wealth managers (CGP) and family offices.
- Customer contact: Respond to questions from our members and prospective members across our channels (email, in‑app chat, website chat, phone).
- Collect and forward any required supporting documents and additional information missing for contract subscriptions.
- Serve as the main point of contact between Green‑Got and its partners for exchanging members’ documents and information, and ensure case follow‑up.
- Financial engineering: Continuously evolve our methodology to offer the most competitive investment products on the market (financial and extra‑financial criteria).
- Actively monitor portfolio performance and recommend solutions to optimize contract returns and protect our clients.
- Develop and implement new investment products (structured products, creation of Green‑Got funds, PER, brokerage accounts, savings accounts and many others).
- Advise clients on the allocation of their financial assets, the portfolio suited to their risk profile, and beneficiary designations.
- Improve the overall experience & the app experience: Contribute to the creation of educational content (blog, video & social media) on personal finance.
- Create and maintain a financial newsletter for our members.
- Work closely with the engineering and product teams to improve the app and website: report bugs, make suggestions, update FAQs, etc.
Requirements
- You have completed studies in finance, responsible finance and/or wealth management and have 2 to 4 years’ experience in a wealth management firm, asset management or banking.
- Financial investments hold no secrets for you and you enjoy spending time analyzing mutual funds (OPCVM/UCITS).
- You are an excellent communicator and are not afraid to contact, follow up and follow up again with your contacts.
- Closing deals is a challenge that thrills you.
- You have excellent analytical skills and enjoy solving new problems.
- You are the go‑to person among your friends and family for financial matters — they consult you when in need and you love explaining your work to them.
- You have excellent writing skills and are extremely detail‑oriented.
- You are comfortable with uncertainty and with learning new things every day.
- You are aligned with Green‑Got’s mission.
- You are motivated — very, very motivated.
- You have a good level of English. Some of our discussions are in English and we have, and will have, more non‑French‑speaking members in the future.
Benefits
- Impact: The opportunity to contribute to a meaningful project that already has a significant environmental impact, in a fast‑growing sector.
- Competitive base salary plus uncapped variable compensation based on targets.
- An existing client portfolio that will be progressively entrusted to you to develop and retain.
- Close, supportive management and powerful tools (dedicated back office, communications team, prospect/client database, premium CRM).
- A stimulating work environment that promotes autonomy and initiative within a fast‑growing group.
- An ambitious, young and determined team that enjoys spending time together.
- Learning: Work alongside experts in sustainable finance and advisory.
- Remote: At least two days of remote work per week, although the office atmosphere is so great you may want to stay there.
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