Investment Strategist
We are seeking accomplished professionals with a finance and insurance background to take on the role of Investment Strategists (brokerage division) and contribute to our growth in France as we expand across Europe.
* The primary responsibility of the Investment Strategist (brokerage division) is to establish long-lasting relationships with clients who have invested through insurance products such as assurance vie and certain other tax wrappers. This includes guiding them through investment decisions, ensuring their financial portfolios align with their goals, and providing expert advice on market trends and opportunities.
* A successful Investment Strategist must possess strong analytical and problem-solving skills, enabling them to navigate complex financial situations and identify opportunities for growth. They should also be adept at communicating complex information in a clear and concise manner, making it accessible to clients from diverse backgrounds.
Key Responsibilities:
* Developing and implementing investment strategies tailored to each client's unique needs and risk tolerance.
* Providing in-depth analysis of market trends and their potential impact on investments.
* Maintaining accurate records of client interactions, investment decisions, and portfolio performance.
* Staying up-to-date with industry developments, best practices, and regulatory requirements to ensure compliance and exceptional service.
Benefits:
* A competitive compensation package that reflects your expertise and experience.
* Ongoing training and professional development opportunities to enhance your skills and knowledge.
* A dynamic work environment that fosters collaboration, creativity, and innovation.