Vauban Executive Search, the recruitment specialist for independent financial advisors

As an Independent Wealth Management Advisor , your professional obligations can make recruiting an employee difficult. However, there inevitably comes a time when recruiting employees becomes essential.

At Vauban Executive Search, we are fully aware of your recruitment challenges. As professional headhunters, we put our expertise at your service to find the perfect candidate for you.

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Expertise in recruiting independent financial advisors

From the knowledge of the needs

Specializing in real estate, investment, and finance, our firm's activities overlap with the areas of expertise of a wealth management advisor . More than any other firm, we are perfectly positioned to successfully recruit a wealth management advisor because we fully understand your needs.

Both traditional and innovative methods

Our sourcing are based on direct approach methods that have existed for over a century to find the best talent . But we also integrate new digital search tools (social networks, meta-search engines, etc.).

Our firm has internationally recognized digital expertise which contributes to our unique character.

 

Tailor-made recruitment of independent financial advisors

Profiling

We always begin with a preliminary study of your firm to identify your objectives and needs. Next, we will discuss with you the specific skills and qualifications you expect from your new recruit in order to establish a profile that meets all your requirements. The direct sourcing process can then begin. Because we work on a personal basis, we can guarantee the superior quality of the candidates we present.

 

 

 

 

Qualities of the CGPI

As the name suggests, an independent wealth management consultant (also known as a IWC ) is a wealth management expert whose role is to choose the best wealth and financial solutions for clients based on their needs and at the most appropriate time.
The consultant distinguishes themselves from other players in the wealth management market through their independence from financial institutions, their wealth management expertise , and a holistic approach to each situation. Their expertise allows them to reach clients in all aspects of wealth management, whether it be taxes, insurance, real estate, or financial investments.
When recruiting wealth management consultants , certain qualities are universally sought after. We therefore guarantee profiles perfectly suited to the demands of the profession: versatile (including skills in law, finance, taxation, economics, insurance, and real estate), pragmatic, rigorous, able to explain complex concepts clearly to clients, possessing a network of contacts, excellent interpersonal skills, and a thorough understanding of the IWC professional environment .

Regarding the verification of authorizations

In addition to qualifications, we are also very careful to ensure that the candidates we propose have the necessary accreditations to practice as a wealth management advisor . Therefore, we verify beforehand that the candidate holds at least the following accreditations: CIF, ORIAS, IOBSP, CJA, and a real estate agent's license .

 

An efficient and trustworthy intermediary

A human-sized team

We are not a distant, impersonal mega-structure. Our team consists of 13 young, proactive, determined, and professional individuals. This team size allows us to provide fully personalized support to our clients. From initial profiling to the post- recruitment , including salary negotiation, we support you at every stage of the recruitment process.

A strong and powerful network

We belong to a network of closely collaborating firms that pool their resources to improve efficiency and performance. By using our firm , you benefit from the resources of the entire network.

Human relationships are at the heart of our business

We pride ourselves on working with complete transparency with both our clients and the individuals we contact. Because our role is that of an intermediary, it can only be fully accomplished if our interactions are based on trust, active listening, and goodwill . These values ​​form the core of our charter and our company ethos.

Vauban Executive Search 's prerogative recruiters and candidates alike human connection , our direct approach sourcing methods, our intuitu personae search, and our understanding of the challenges specific to the profession make our firm the ideal partner for your independent financial advisor (IFA) recruitment .