Lead Wealth Advisor – Key Clients

You will act as both a commercial ambassador and technical reference for Finary One, especially with our most prestigious clients. You'll structure and deploy a scalable outbound approach through your network, prospecting and targeted partnerships. You'll manage and grow a portfolio of HNWI/UHNWI clients, help build a world-class Finary One offering, and develop partnerships with banks, asset managers and insurers. You will advise VIP clients such as tech founders, wealthy families and public figures, while ensuring compliance and quality of advice in close collaboration with the Compliance and Wealth Engineering teams. You'll build trust and lasting relationships, strengthen client satisfaction, and act as an internal reference on outbound strategy, regulatory consistency and technical depth. Your success will be measured by the assets under management you generate over 12 months and the share coming from your own prospecting, the number of clients you support and their satisfaction, and your internal impact through mentoring junior Wealth Advisors.

Responsibilities

• Structure and deploy a scalable outbound approach via your network, prospecting and targeted partnerships
• Manage and grow a portfolio of HNWI/UHNWI clients
• Participate in building Finary One's world-class offering
• Develop partnerships with banks, asset managers and insurers
• Advise VIP clients such as tech founders, wealthy families and public figures
• Ensure compliance and quality of advice in close coordination with Compliance and Wealth Engineering teams
• Build trust and long-lasting relationships to strengthen client satisfaction
• Act as internal reference on outbound strategy, regulatory consistency and technical depth

Requirements

• More than 4 years of experience in advisory within a recognized wealth management firm
• In-depth expertise with ability to support clients 360°
• Ability to take initiative and find creative solutions to problems
• Openness to technological changes and innovations in Wealth Management
• Being an investor yourself, aligning your money with your convictions
• Excellent oral and written communication skills
• Based in Paris and native French speaker
• Professional level of English