Senior Investment Advisor Opportunity
We are seeking a seasoned investment advisor to join our team and provide exceptional service to our high-net-worth clients. As an Investment Counsellor, you will be responsible for managing client relationships, providing portfolio updates, and educating clients on financial markets and investment strategies.
The ideal candidate will have a strong background in finance and insurance, with experience managing complex client relationships. A Master's degree in a related field is preferred. Fluency in French and English is required, with proficiency in other European languages a plus.
Job Responsibilities:
* Manage high-net-worth client relationships, providing exceptional service and ensuring their financial goals are met
* Provide regular portfolio updates and educate clients on financial markets and investment strategies
* Collaborate with the expansion manager to develop and implement business growth strategies
* Maintain accurate records of client interactions and update client profiles as necessary
Required Skills and Qualifications:
* 5+ years' experience in investment advisory or wealth management
* Master's degree in Finance, Wealth Management, or related field
* Strong understanding of financial concepts, markets, and insurance products
* Excellent communication and interpersonal skills
* Fluency in French and English, with proficiency in other European languages a plus
Benefits:
* Competitive salary and bonus structure
* 100% paid premiums for top-tier supplemental healthcare plan
* 28 days annual leave with ability to purchase up to 3 additional days per year
* Supplemental retirement pension plan featuring 4% contribution of base pay
* Gym subsidy of up to €50 per month
About Us:
We are a leading investment management firm dedicated to providing exceptional service to our clients. Our team is passionate about helping individuals achieve their financial goals through personalized investment strategies and expert advice.