Recruitment professionals for wealth management

The role of a wealth management advisor is to help you make the best investment choices and resolve tax issues. Their selection should therefore not be taken lightly, as the long-term viability of your assets and capital depends on it.

If you are looking for one in Paris in the 8th ^or 16th ^{arrondissement} , our wealth management recruitment firm is entirely at your disposal to help you find the right person for you.

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Our recruitment process begins with an analysis

Before we begin the search for the ideal person to manage your wealth , we study them to define the profile you need. Then, we discuss your needs and ambitions with you.

We then define the profile of the ideal candidate

This step is crucial and is handled by our experts, who have many years of experience in recruiting wealth managers. In this process, we place great emphasis on versatility. Generally speaking, we believe that a good wealth management advisor should:

• have an Appropriate Legal Competence (CJA) accreditation;
• to be a Financial Investment Advisor (FIA);
• to be an insurance broker;
• to be an Intermediary in Banking Operations (IOB);
• to be a financial salesperson;
• to be a good real estate agent.

Now, depending on the nature of your assets and your plans, it may prove unnecessary to search for someone with certain skills among those mentioned above.

We are searching for potential candidates for you

Based on the previously defined profile, we act as headhunters specializing in wealth management, aiming to provide you with a comprehensive list of top candidates to manage your assets . To achieve this:

• We examine the different profiles within our network and contact the best ones;
• we use external candidate directories;
• We consult updated directories to find the contact details of graduates from top schools.

We conduct the initial interviews and schedule further interviews with you

We understand your needs and ambitions, and we know the type of profile required for effective management of your assets . Therefore, we schedule interviews with previously identified candidates at our offices in Paris . We review each candidate's education, professional background, skills, and personality to assess their suitability for managing your wealth .

Following this first series of interviews, our experts will select the best candidates.

We will then schedule interviews with you or with any individuals you have designated as participants in the recruitment process. At the end of each interview, a report will be produced, with your input or that of your designated representatives, to assess the motivations of the various candidates and determine the appropriate next steps for each of them.

We help you make a final choice

With the consent of the shortlisted candidates after the recruitment interviews, we conduct professional reference checks. We take care to inform them of all the steps we take with their former clients and colleagues. We carry out a thorough investigation to assess the ethics and integrity of the finalists.

A report about each candidate will be presented to you orally to help you make an informed choice.

We then monitor the various negotiations and remain available to each party. During the first few months following your wealth manager's appointment, we conduct follow-up assessments to evaluate their performance in their role.