Assistant wealth management advisor

Archer is an independent firm specializing in financial planning, portfolio management and insurance for affluent and high-net-worth clients.

Our mission: to maximize our customers' wealth, optimize their tax situation and help them achieve financial freedom with complete peace of mind. We combine rigor, strategic vision and a human approach to design customized wealth strategies. Our values: leadership, transparency, excellence and partnership. If you share these values and want to make a real difference, we'd love to meet you!

Main responsibilities

• Prepare and participate in customer meetings with team consultants
• Ensure rigorous monitoring of implemented financial strategies (investments, insurance, tax)
• Act as a first-level point of contact for routine customer queries
• Take charge of certain customer relations under supervision
• Gradually develop customer acquisition and management skills
• Collabo...