Multichannel Wealth Management Advisor
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Job Description
Conseiller en gestion de patrimoine multicanal pour l’UFF, leader français des solutions patrimoniales. Gestion de portefeuilles clients, analyse patrimoniale et conseil en investissements.
Responsibilities:
- Manage and grow a profitable portfolio of individual clients, self-employed professionals, business owners, and legal entities with fewer than 10 employees
- Implement the Company’s commercial policy in compliance with regulatory, professional conduct, and ethical standards
- Prospect within the target market defined by the Company’s strategy
- Develop the commercial activity of the individual clients assigned by the Company
- Monitor and update client records using the Company’s tools
- Conduct an economic, civil, tax, and estate-planning analysis of clients’ assets
- Advise clients on developing a wealth management strategy
- Recommend several solutions tailored to clients’ objectives and needs
- Consult experts when necessary
- Achieve the qualitative and quantitative targets set by the Wealth Management Manager and/or Branch Director
- Monthly travel to Bois-Colombes (92 – Île-de-France)
Requirements:
- At least one year of successful experience as a wealth management advisor
- At least six months of experience selling financial products
- Bachelor’s to Master’s degree, ideally in finance, wealth management, banking, or a related field
- IAS Level 1 authorization (Insurance Distribution)
- IOBSP Level 3 authorization (real estate lending)
- AMF certification issued by an accredited organization
- CIF authorization (Independent Financial Advisor status)
- Valid Category B driving license
- Active listening, empathy, and excellent interpersonal skills
- Strong attention to detail and discretion
- Ability to make technical subjects accessible
- Commercial mindset, autonomy, commitment, and sense of responsibility
- High personal standards and perseverance
Benefits:
- Uncapped variable compensation based on sales performance
- Tailored support from a manager, a team of experts, and dedicated support functions
- Broad range of open-architecture investment solutions
- In-house training academy
- Mileage reimbursement in accordance with the applicable rate schedule
- Meal vouchers
- Employee savings and retirement plan
- Company disability, life, and health insurance coverage
- Career development and mobility opportunities throughout France
- Remote working
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