Wealth Management Advisor, Service Signature

Responsibilities

• Serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients.
• Develop personalized strategies and provide tailored advice and solutions.
• Work closely with a team of professionals and specialized partners from various fields.
• Drum up new business and develop the full potential of existing members and clients.
• Set goals and advise members and clients on the best strategies.
• Play an active role in promotional and public relations activities.

Requirements

• Bachelor's degree in a related field
• A minimum of four years of relevant experience
• Mutual fund representative certificate - Autorité des marchés financiers
• Certificate in Financial Planning
• Knowledge of French is required

Certifications & Qualifications

• Mutual Fund Representative Certificate
• Certificate in F...