Multichannel Wealth Management Advisor

🔥 23 minutes ago

🇫🇷 France – Remote

💵 €32k - €43k / year

⏰ Full Time

🟢 Junior

✨ Advisor

👻 Ghost score 0%

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UFF - Banque Conseil en gestion de patrimoine

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

💼 Consulting

💸 Finance

Insurance • Consulting • Finance

UFF - Banque Conseil en gestion de patrimoine is a financial services company established in 1968 that specializes in wealth management. It offers tailored products and services to individuals, businesses, executives, and professional athletes. Their product range includes real estate, life insurance, financial investments, and social security solutions. As of January 1, 2014, UFF serves around 200,000 clients through 25 branches across France and has a strong recruitment presence, ranking among the top companies for hiring in France.

📋 Description

• Manage and grow a profitable portfolio of individual clients, self-employed professionals, business owners, and legal entities with fewer than 10 employees • Implement the Company’s commercial policy in compliance with regulatory, professional conduct, and ethical standards • Prospect within the target market defined by the Company’s strategy • Develop the commercial activity of the individual clients assigned by the Company • Monitor and update client records using the Company’s tools • Conduct an economic, civil, tax, and estate-planning analysis of clients’ assets • Advise clients on developing a wealth management strategy • Recommend several solutions tailored to clients’ objectives and needs • Consult experts when necessary • Achieve the qualitative and quantitative targets set by the Wealth Management Manager and/or Branch Director • Monthly travel to Bois-Colombes (92 – Île-de-France)

🎯 Requirements

• At least one year of successful experience as a wealth management advisor • At least six months of experience selling financial products • Bachelor’s to Master’s degree, ideally in finance, wealth management, banking, or a related field • IAS Level 1 authorization (Insurance Distribution) • IOBSP Level 3 authorization (real estate lending) • AMF certification issued by an accredited organization • CIF authorization (Independent Financial Advisor status) • Valid Category B driving license • Active listening, empathy, and excellent interpersonal skills • Strong attention to detail and discretion • Ability to make technical subjects accessible • Commercial mindset, autonomy, commitment, and sense of responsibility • High personal standards and perseverance

🏖️ Benefits

• Uncapped variable compensation based on sales performance • Tailored support from a manager, a team of experts, and dedicated support functions • Broad range of open-architecture investment solutions • In-house training academy • Mileage reimbursement in accordance with the applicable rate schedule • Meal vouchers • Employee savings and retirement plan • Company disability, life, and health insurance coverage • Career development and mobility opportunities throughout France • Remote working

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