Investment Role
We are seeking a skilled professional to join our team as an Investment Counsellor. The role involves managing high-net-worth client relationships and providing exceptional service.
The Opportunity
This is a challenging position that requires building long-standing relationships with clients, ensuring they receive outstanding service and portfolio updates.
* Manage client relationships and provide tailored investment advice.
* Develop and maintain strong relationships with clients to achieve business objectives.
* Stay up-to-date on financial markets and provide expert knowledge to clients.
Your Qualifications:
* Minimum 5 years' experience in the finance industry offering Assurance Vie products.
* Proven track record of managing high-net-worth client relationships.
* Masters degree in Finance or a related field.
* Fluent French language skills, with English proficiency beneficial.