Wealth Management Advisor
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Key skills for this role
Role Overview
The advisor will develop an independent wealth management advisory practice within the Group.
The role focuses on building a client portfolio and advising executives, entrepreneurs, and families on international wealth matters.
Key Skills for This Role
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About the Company
Hexagone Group is an independent international private wealth house present in France, the United Arab Emirates, China, and Malaysia.
The Group provides international investment, structuring, insurance, real estate, alternative, and wealth transmission solutions.
The business operates under an open-architecture model with a focus on regulatory discipline and independent advice.
Your Mission
The advisor will develop an independent wealth management advisory practice within the Group.
The role focuses on building a client portfolio and advising executives, entrepreneurs, and families on international wealth matters.
Responsibilities
- Develop and structure a client portfolio through an existing network and direct prospecting.
- Build long-term relationships within HNW and VHNW networks.
- Master the Group's full range of solutions.
- Conduct in-depth wealth assessments with prospects.
- Design and implement international strategies tailored to client objectives.
- Maintain long-term relationships through structured reviews.
- Build a client portfolio aligned with Group standards during the early years.
- Perform within a structured regulatory framework and pursue sustained leadership opportunities.
Remuneration and Environment
- The remuneration model is performance-based with no stated ceiling.
- The role offers autonomy within a structured regulatory framework.
- Senior Partners provide direct mentoring and the Group provides in-depth technical training.
- The environment is international and may include mobility opportunities.
Profile
- Strong business development capabilities are required.
- At least two years of experience in wealth management or related fields is required.
- Candidates must be native or fluent in French or Italian.
- Candidates must be fluent in English.
- A master's degree in Finance, Business, or an equivalent field is required.
- Discipline, resilience, and maturity are sought.
Role Fit
The role is not suited to candidates seeking an existing portfolio without business development responsibility.
The role is not suited to candidates preferring a strictly salaried environment with limited commercial exposure.
The opportunity suits candidates seeking to build their own portfolio and professional reputation.
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