Wealth Manager
il y a 1 mois
One of our clients is actively looking for its new Associate Wealth Manager.
Our client is a primary financial advisory firm dedicated to providing tailored wealth management solutions for hight-net-worth individuals, families and institutions. Known for its commitment to excellence and discretion, our client combines a personalized approach with innovative investment strategies to help clients preserve and grow their wealth across generations. The company emphasizes transparency, integrity and a deep understanding of each client’s unique financial objectives, allowing it to deliver bespoke services in asset management, estate planning, tax optimization and philanthropic advisory.
Our client stands out for its client-centric philosophy, fostering long-term partnerships built on trust and reliability. Its team of seasoned professionals brings decades of experience in finance and investment management, delivering insights and strategies that align with both market trends and clients’ evolving needs. With a global perspective and local expertise, the company provides clients with a dynamic and responsive service, making it a trusted ally in navigating complex financial landscapes.
Become today one of their associates where you can grow long term professionally and contribute to the success of the company that fosters wealth management, asset allocation, innovation and trust while building meaningful client relationships.
**Role**:
- Cultivate and manage relationships with HNWIs and UHNWIs, addressing unique financial needs as the main client contact.
- Offer personalized investment advice across asset classes, creating strategies aligned with client profiles, risk tolerance, and long-term goals.
- Monitor, review, and adjust client portfolios to optimize returns, presenting regular performance reports.
- Ensure adherence to financial regulations, including AML and KYC, in partnership with compliance teams to manage risk.
- Develop your relationships with existing clients on your market and identify new potential clients
**Profile**:
- University degree in Finance, Economics or Business Administration. Certifications such as the CFA or CIA is a plus
- Previous experience in Wealth Management/Private Banking, ideally with an established client portfolio
- Strong understanding of asset allocation, financial planning and portfolio management
- You’re commercially driven and eager to expand your client base - this is your opportunity to join as an associate in a growing investment firm
**Offer**:
- Enjoy a performance-driven model where you earn 50% of the revenue generated from clients you bring in, providing an exceptional pathway to unlimited earnings directly tied to your success.
- Benefit from the freedom to structure your day with flexible hours and home office options, empowering you to achieve work-life balance.
- Step into a role as an associate with a company managing a growing portfolio of millions in assets, where you are truly part of the firm’s success.
- Elevate your profile in wealth management by attending exclusive industry events and investment conferences, gaining invaluable expertise and networking opportunities.
- Work in a beautifully situated office next to Brussels' largest park, offering an inspiring backdrop to your professional life.
**Benefits**:
- End-of-year bonuses
- Commissions
- Stock-options
- Remote possible
- Flexible holidays
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