Wealth Manager / Financial Advisor.- French and English speaker

Join a dedicated team to enhance and manage client portfolios while driving new client acquisition. Collaborate with experts to provide comprehensive wealth planning services.

Client Details

Our client is a leading financial institution renowned for its expertise in personalized wealth management. They offer a wide range of services aimed at optimizing and safeguarding client wealth, including estate planning, asset management, and financial planning. With a client-centric approach, they build long-term relationships founded on trust and tailored financial advice.

Description

• Actively promote the bank's commercial strategy and wealth management services.
• Guide clients in structuring and optimizing their overall wealth, potentially in collaboration with the specialized legal team on estate planning.
• Maintain and deepen relationships with existing clients.
• Actively prospect potential clients and develop long-term client relationships for the bank.

Profile

• Strong background in financial services and wealth management.
• Excellent client relationship management skills.
• Proactive and strategic thinker with a client-focused approach.
• Ability to work collaboratively with a specialized team.
• Strong communication and interpersonal skills both in English AND French

Job Offer

• Competitive salary and comprehensive benefits package.
• Opportunities for professional growth and development.
• Supportive and dynamic work environment.
• Access to specialized training and resources.