ASTORIA FINANCE
201 - 500 employees
💸 Finance
👥 B2C
Finance • B2C
ASTORIA FINANCE is a French financial group and wealth management firm that provides tailored solutions for managing personal and corporate patrimony. The company offers services including tax optimization, real estate investment advice, retirement and succession planning, income supplementation, and corporate consulting on remuneration and treasury. With over 22 years of experience, ~105,000 clients, 400 employees and 40 offices in France, ASTORIA FINANCE operates as a financial advisor and broker focused on helping individuals and businesses optimize and grow their assets.
Wealth Management Advisor
🕒 October 29, 2025
🗣️🇫🇷 French Required
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ASTORIA FINANCE
201 - 500 employees
💸 Finance
👥 B2C
Finance • B2C
ASTORIA FINANCE is a French financial group and wealth management firm that provides tailored solutions for managing personal and corporate patrimony. The company offers services including tax optimization, real estate investment advice, retirement and succession planning, income supplementation, and corporate consulting on remuneration and treasury. With over 22 years of experience, ~105,000 clients, 400 employees and 40 offices in France, ASTORIA FINANCE operates as a financial advisor and broker focused on helping individuals and businesses optimize and grow their assets.
📋 Description
• Comprehensive analysis of clients' overall wealth (civil, tax and social aspects) • Support and retention of a dedicated portfolio (approximately €40M AUM) • Tailored recommendations across a wide range of solutions: Private Equity, PER, Luxembourg life insurance, capitalisation contracts, SCPI, GFI, tax-advantaged real estate (Pinel, Malraux, Monument Historique, LMNP) • Ensure consistency between financial allocation and the clients' risk profiles • Active participation in rebalancing/arbitrage campaigns and client follow-ups • Involvement in commercial challenges and participation in team meetings
🎯 Requirements
• Master's degree (Bac +5) from a recognized grande école or university • At least 5 years of proven experience in wealth management • Autonomous, rigorous, with excellent interpersonal skills and strong listening ability • AMF certification preferred • Driven by a passion for advisory work, a taste for challenge and the desire to make a difference
🏖️ Benefits
• RTT (time-off days) • Meal vouchers • Company phone • 50% public transport reimbursement • Health insurance (mutuelle) • Gift vouchers
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