Conseiller en Gestion de Patrimoine

Job Description

Wealth Management Advisor – Multi-site | BNP Paribas

The Tone:
This is a full-time role at BNP Paribas, located across the Roissy and Grand Saint Denis Territories in France. BNP Paribas is a leading financial institution dedicated to helping clients manage their wealth and secure their future. This position is vital for building lasting trust with high-net-worth clients, offering personalized financial strategies, and contributing to the bank’s commercial success while upholding the highest ethical standards. It involves deeply understanding client life projects and proactively guiding them through their financial journeys.

The TL;DR
• Role: Full Time
• Type: Temporary (long-term replacements)
• Location: Hybrid, Roissy et Grand Saint Denis Territories (Multi-site)
• Pay: 38000EUR–46000EUR yearly
• Team: Part of an agency team in a dynamic and formative environment.
• Mission: To provide expert, personalized wealth management advice to a demanding high-net-worth clientele and actively contribute to the agency’s commercial objectives.

What You’ll Actually Do
• Portfolio Responsibility: Temporarily manage a portfolio of high-net-worth private clients, acting as their primary point of contact.
• Personalized Advice: Provide tailored advice on various client needs, including project financing, wealth building, financial asset valorization, retirement planning, transmission, and family protection.
• Client Development: Actively develop the client portfolio while diligently managing all inherent banking risks.
• Commercial Contribution: Contribute to the agency’s commercial objectives and results, always prioritizing the best interests of the clients.
• Risk & Compliance: Master all activity-related risks by rigorously applying the bank’s compliance and ethical standards.

The Must-Haves
• Background: Bachelor’s degree (Bac +3) from a business school or equivalent university degree with a specialization in Wealth Management or Banking/Finance.
• Experience: Minimum 5 years of commercial experience, including internships and alternance programs, involving the management of a banking client portfolio.
• Skills: Strong ability to analyze client needs and provide proactive, adapted solutions; a keen sense of service, building trusting relationships and anticipating needs; proven commercial impact, transforming opportunities into concrete results; and an orientation towards results with a taste for challenge, enabling ambitious objective attainment while respecting client interests.
• Bonus: Master’s degree (Bac +4/5) from a business school or equivalent university degree with a specialization in Wealth Management or Banking/Finance, coupled with a minimum of 2 years of commercial experience managing a banking client portfolio.