Wealth Management Advisor

🕒 January 15

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ASTORIA FINANCE

WebsiteLinkedInAll Job Openings

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

• Conduct a comprehensive analysis of clients' assets and financial situation • Oversee the monitoring, management, growth, and retention of a dedicated client portfolio • Recommend products tailored to clients' needs • Ensure alignment between asset allocation and clients' risk profiles • Participate in rebalancing and arbitrage campaigns • Attend meetings and take part in various commercial/sales challenges.

🎯 Requirements

• Master's degree (Bac+5) or equivalent • Proven experience (minimum 5 years) in Wealth Management

🏖️ Benefits

• 50% of public transportation costs covered • Company health insurance (mutuelle) • Meal vouchers • Gift vouchers