Participate in an advisor training program focused on developing wealth management expertise, building client relationships, acquiring new clients, and serving existing ones. Work with advisors and specialists to deliver customized solutions for protecting, managing, and growing client wealth. Responsibilities require cross-team collaboration, strong communication, discretion with confidential information, problem-solving, organization, and an interest in financial markets and macroeconomic trends.
Advisor Training Program
Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
Throughout the program, you'll learn about our business and our clients while building your own expertise. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients.
Job Responsibilities
- Work with our team of advisors and specialists to bring in new clients and to serve existing ones.
- Deliver highly customized and comprehensive solutions to help protect, manage and grow wealth.
- Understand our clients’ unique needs and tailor your approach to exceed expectations requiring work across teams and the firm to provide first-class service.
Required Qualifications, Capabilities, and Skills
- Highly driven person who enjoys working in teams to develop complex solutions.
- Highly inquisitive, focused and considerate.
- Good judgment and discretion when working with confidential information.
- Exceptional interpersonal, communication, logical thinking and problem-solving skills.
- Desire to ultimately work with external clients in a relationship building and sales capacity.
- Genuine interest in financial markets and macro-level economic trends.
- Excellent organizational skills and ability to multitask.
- Ability to thrive in a fast-paced, collaborative environment.
- Fluency in English and French. Greek language proficiency is preferred.
- Additional EU language is preferable but not essential.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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