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Wealth Management Advisor at UFF1

Seniority in posting: senior

Language

Compensation

€27,000 – €60,000/yr

Setup
Hybrid
Location
Bayonne, Nouvelle-Aquitaine
Type
Full-time
Level
mid
Posted

Description

UFF is hiring a Wealth Management Advisor to prospect and manage individual and small legal-entity clients in Metropolitan France and French overseas territories. The role involves developing the assigned client base, maintaining client files, conducting economic, civil, tax, and estate-planning analyses, advising on wealth-management strategies, proposing suitable investment solutions, and meeting commercial targets. Candidates need at least one year of wealth-management advisory experience, including six months selling financial products, a Bac+3 to Bac+5 qualification, required financial authorizations and certifications, and a valid B driving license. The position offers a fixed salary of €27,000 to €60,000 plus uncapped variable compensation, teleworking, training, and employee benefits.

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