55K–90K EUR / year
Gérant Privé - Clientèle HNW
SalesOn-site — Paris, France
Published on 2026-05-27
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About this role
Advise and manage high-net-worth clients investing €1M–€20M through Finary One’s digital private-wealth service. The role focuses on converting qualified inbound enquiries into tailored investment advice, with senior hires also developing partnerships and mentoring the team.
About the company
Finary is a personal finance and wealth platform that helps people track investments, manage assets, and grow their net worth.
The team
Finary One
What you'll do
- Manage and grow a portfolio of high-net-worth clients
- Convert qualified inbound enquiries with clear, personalized investment advice
- Help improve Finary One’s wealth-management offering
- Ensure advice quality and compliance in coordination with Compliance and Wealth Engineering
- At Lead level, develop outbound prospecting and partnerships, advise key clients, and mentor other advisors
What we're looking for
- At least 3 years of private-banking experience
- Strong knowledge of investment and multi-asset allocation
- Confident and effective with demanding clients, with a strong ability to explain financial topics
- Use AI in daily work
- Be an investor yourself
- Excellent French communication skills and professional English
- Based in Paris or willing to relocate
Nice to have
- Experience developing client relationships through networks, referrals, or partnerships
- Experience advising on private assets, Luxembourg life insurance, or structured products
Benefits
- Equity
- Quarterly, uncapped bonuses tied to new client assets collected
- Hybrid remote work and Paris offices
- Quarterly offsites
Hiring process
- Initial interview includes an English assessment
- Interviews are conducted in French for French-speaking candidates