Wealth Management Advisor

• Develop, manage, and monitor a portfolio of high-net-worth clients
• Advise clients based on an annual wealth assessment on banking products and services, savings, asset allocation, real estate, taxation, lending, insurance, and personal protection
• Conduct comprehensive wealth management interviews that take clients’ needs and risks into account
• Recommend and sell services and products tailored to clients’ needs
• Follow up on client files in coordination with support services
• Monitor technical and competitive developments relating to the evolution and growth of the business
• Contribute to the promotion of multichannel banking
• Act as a subject-matter expert in supporting the coordination, training, and development of advisors within the relevant area of expertise
• Work under the guidance of the Branch Manager and in close collaboration with the entire team

Requirements

• Higher education qualification equivalent to a bachelor's degree (Bac+3)
• At least 2 years of successful experience advising high-net-worth clients in a bank branch
• Strong knowledge of securities
• Strong knowledge of banking risk management
• Strong knowledge of personal taxation
• Excellent interpersonal skills
• Driven, business-development-oriented mindset
• Strong team spirit
• Alignment with the values of proximity, responsibility, and solidarity
• Banking and insurance experience: 2 years (required)

Core Competencies

Demonstrates expertise in wealth management, advising high-net-worth clients on banking products, asset allocation, and personal taxation. Proven ability to collaborate with teams and contribute to business development in a banking environment.

Highest-signal resume keywords

• Wealth Management
• High-Net-Worth Client Advisory
• Banking Risk Management
• Personal Taxation Knowledge
• Business Development Orientation

Hard Skills

• Securities Knowledge
• Banking Risk Management
• Personal Taxation
• Asset Allocation
• Lending
• Insurance Products
• Real Estate Advisory
• Client Portfolio Management
• Wealth Assessment
• Multichannel Banking

Soft Skills

• Interpersonal Skills
• Team Spirit
• Business-Development Orientation

Industry Keywords

• High-Net-Worth Clients
• Banking
• Insurance
• Client Needs Assessment
• Support Services Coordination