Wealth Management Advisor

Overview

Responsibilities for this role focus on building and growing client portfolios, supporting existing investor clients, and offering tailored wealth solutions. The role includes collaborating with networks of wealth advisors and family offices, and contributing to product optimization and educational content creation. It also involves close collaboration with tech and product teams to improve the app and website.

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.
• Offer our investment funds (UCITS) and our investment solutions to major networks of wealth advisors and family offices.
• Contact: Respond to questions from our members and prospective members across various channels (email, in-app chat, website chat, phone); collect and forward any required supporting documents and additional information missing for contract subscriptions; act as the main liaison between Green-Got and its partners for exchanging member documents and information, and ensure follow-up on cases.
• Financial engineering: Continuously evolve our methodology to deliver the market\'s best-performing investment products (financial and extra-financial/ESG 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 (French retirement savings plan), securities accounts, savings accounts, and others).
• Advise clients on the allocation of their financial assets, on portfolios suited to their risk profiles, and on beneficiary clauses.
• Improve the overall experience & the app experience: Contribute to the creation of educational content (blog, video & social media) on personal finance.
• Create and manage a financial newsletter targeted at our members.
• Work closely with the tech and product teams to improve the app and website: report bugs, provide suggestions, update FAQs, etc.

Requirements

• You have training in finance, responsible finance and/or wealth management and have completed 2 to 4 years of experience in a wealth management firm, asset management or banking.
• Financial investments hold no secrets for you and you enjoy spending time analyzing UCITS funds.
• You are an excellent communicator and are not afraid to contact, follow up and follow up again with your interlocutors.
• Closing deals is a challenge that excites you.
• You have excellent analytical skills and enjoy solving new problems.
• You are the go-to person among your friends and family for finance—people consult you when they need advice and you love explaining your work.
• You have excellent writing skills and are extremely rigorous and 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.