Wealth Management Advisor

Role Description

As a wealth management advisor, you serve, solicit, develop, and maintain business relationships with affluent Signature Service members and clients. Your responsibilities include creating personalized strategies and providing tailored advice and solutions to help members and clients reach their financial and personal goals. You act as an advisor for the 360° wealth management approach, covering savings and investments (both personal and group) and the banking offer, providing members and clients with premium support. You work closely with a team of professionals and specialized partners from various fields. Interpersonal savvy and communication skills are therefore essential.

You work with a client base made up mainly of high‑income earners, professionals, and business owners with complex, specific needs. The complex nature of the work and initiatives requires extensive knowledge of your line of business. You balance member/client satisfaction,...

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