Wealth Management Assistant

Description:

For 47 years, fdp Gestion Privée has been guiding its professional clientele — including specialist physicians, dentists, notaries, architects, and pharmacist-owners — through all aspects of financial planning. As one of the most advanced expert groups in financial intelligence applied to professionals’ realities, fdp continues to innovate and evolve.

In this role as Adjoint(e) en Gestion de Patrimoine (Wealth Management Assistant), you will play a vital role in the success of the wealth management team. Working closely with Wealth Management Advisors and Portfolio Managers, you will provide proactive and efficient administrative and client support. Your work will contribute directly to strengthening client relationships and supporting business development initiatives that ensure the firm’s continued growth and excellence.

Key Responsibilities:

• Collaborate with Wealth Management Advisors and/or Portfolio Managers to manage client files, including account openings, meeting preparation, retirement projections, and performance calculations.

• Analyze, open, and maintain client files ensuring accuracy and compliance.

• Serve as a liaison between advisors, portfolio managers, and clients for executing transactions or providing client information.

• Support the scheduling and appointment management of advisors and portfolio managers.

• Ensure all client interactions and processes comply with firm policies, risk management standards, and regulatory requirements.

• Participate in improving client service quality and business processes through teamwork and communication.

Essential Competencies:

• Excellent interpersonal and client service skills, with a strong customer focus.

• High level of organization and attention to detail in managing client files.

• Strong sense of ethics, professionalism, and integrity.

• Ability to thrive in a collaborative, fast-paced environment.

• Commitment to continuous learning and professional growth.

• Proficiency in French, with clear and effective written and verbal communication.

Why Join fdp Gestion Privée:

• Innovative and Collaborative Environment: Join a forward-thinking firm that values teamwork, agility, and service excellence.

• Dynamic and Human-Centered Culture: Work in a trusted, inclusive environment that values proximity and mutual respect.

• Professional Development: Enjoy personalized coaching, continuous learning opportunities, and a path for career growth.

• Work-Life Balance: Competitive compensation, wellness programs, and flexible work arrangements to support personal and professional balance.

• Impactful Career: Be part of a firm where your expertise and commitment directly contribute to client satisfaction and organizational success.