Associate Wealth Advisor

You will manage and grow a portfolio of high-net-worth clients, guiding them through their investment decisions and life projects. You will convert incoming leads by providing clear, educational and personalized advice, and take part in developing the sales activity through prospecting, lead follow-up and identifying new opportunities. You will help build and continuously improve the Finary One offering, ensure a high-quality client experience through responsiveness, rigor and clarity, and collaborate closely with internal teams including wealth engineering, management, compliance and product. You will also make sure the advice you deliver is compliant and of high quality.

Responsibilities

• Manage and develop a portfolio of HNWI clients in their investment decisions
• Convert incoming leads by providing clear, educational and personalized advice
• Participate in developing the sales activity by contributing to prospecting, lead follow-up and identifying new opportunities
• Contribute to building and continuously improving the Finary One offering
• Contribute to the quality of the client experience, ensuring responsiveness, rigor and clarity
• Collaborate closely with internal teams (wealth engineering, management, compliance, product)
• Ensure compliance and quality of the advice delivered

Requirements

• 2 to 5 years of experience in wealth management, private banking or fintech
• Solid foundations in investment and asset allocation
• Comfortable in a demanding client relationship with a strong educational dimension
• Attention to detail, rigor and quality of work
• Openness to technological innovation in Wealth Management
• Being an investor yourself
• Excellent oral and written communication skills
• Based in Paris and native French speaker
• Professional level of English

Benefits

• Equity
• Bonus