Wealth Advsior
Core
Develop a High Net Worth Individual (HNWI) client portfolio from scratch, manage client relationships, and drive the growth of the French office within a European multi-office firm.
Role type
Wealth Advisor
Builds
Client portfolio and new product offerings
Domain
Private Banking / Family Office
Deliverable
client delivery
Required skills
HNWI client acquisition, portfolio management, relationship management, commercial development, entrepreneurial mindset
Preferred skills
None stated
Technologies
None stated
Responsibilities
Develop an HNWI client portfolio from scratch, animate and manage the client portfolio, manage client relationships and provide advice, actively participate in the development of the French subsidiary, propose new offerings to meet client needs
Seniority
Mid-Senior, 5+ years experience
