Gérant Privé - Clientèle HNW

Paris. Posted 5 months ago

The role

You will advise HNWI clients on investment decisions and life projects. You will convert qualified inbound requests into clients using an AI-first platform.

What you will do

Manage and develop a portfolio of HNWI clients for investment decisions and life projects
Convert qualified inbound requests by providing clear, pedagogical, and personalized advice
Contribute to the continuous construction and improvement of the Finary One offer
Ensure compliance and advice quality with Compliance and Wealth Engineering teams
Structure an outbound approach, advise prestigious clients, and mentor Private Managers depending on seniority

Required qualifications

At least 3 years of experience in private banking
Very solid foundations in investment and multi-asset allocation
Comfortable in demanding client relationships with a strong pedagogical dimension
Use AI on a daily basis
Are an investor
Excellent oral and written skills
Perfect mastery of French
Professional level of English
Based in Paris or willing to relocate to Paris

Benefits

Salary package and equity at the best market level
Offices in the heart of Paris
Hybrid remote
Quarterly offsites

Before you apply

English level is evaluated during the first interview

About the company

Finary is building an all-in-one investment platform powered by AI to empower investors. Finary One is their digital private management division for high-net-worth individuals.