Corporate Sales (H / F)

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Structuré • Saint-Maur-des-Fossés

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Description de poste

About Us

MWC is a leading financial advisory firm specializing in investment taxation, estate planning, and wealth management for high-net-worth individuals. With an extensive client base and a strong pipeline of prospects, we provide expert financial solutions to international clients.

We are seeking an experienced Bilingual Financial Adviser to step into an established client portfolio, replacing a departing ex-SocGen banker. This is a rare opportunity to join a thriving business where you’ll have immediate access to high-value clients and significant earning potential.

Your Role

1. Provide expert financial advice on investment taxation, Assurance Vie, estate planning, and inheritance strategies for French residents.
2. Manage and develop relationships with existing high-net-worth clients, ensuring their financial goals are met.
3. Conduct client meetings primarily via Microsoft Teams, with occasional in-person meetings.
4. Travel regularly to our offices in Switzerland and Malta for strategic discussions and client engagements.
5. Work remotely from France or from one of our offices. Option to relocate to Malta for a more favorable tax environment.
6. Utilize cloud-based financial systems and maintain a strong working knowledge of digital platforms.

What We’re Looking For

1. Fluent in French & English (written and spoken).
2. Strong expertise in French investment taxation, Assurance Vie, and estate planning.
3. Proven track record advising high-net-worth clients on complex financial matters.
4. Comfortable using technology and cloud-based financial platforms.
5. Willingness to travel occasionally to Switzerland & Malta.
6. Experience in private banking, wealth management, or financial planning preferred.

What We Offer

1. Immediate access to a well-established client portfolio.
2. Competitive base salary (€40,000) with realistic OTE of €80,000+.
3. Option to relocate to Malta for a more tax-efficient structure.
4. A dynamic, technology-driven environment with flexibility to work remotely or in-office.
5. The opportunity to grow within a firm that values expertise and client-first service.

How to Apply

Interested? Send your CV and cover letter to [emailprotected].

Join MWC and take your financial advisory career to the next level!