Job description
At LCL, moving forward means building a tailored wealth strategy. As a Private Client Advisor, you will lead the wealth strategy for high-net-worth clients, offering suitable investment, credit and insurance solutions supported by a comprehensive legal and tax perspective.
Main responsibilities
- Conduct comprehensive wealth assessments covering assets, taxation and succession to identify the needs and objectives of private clients.
- Present, negotiate and sell LCL banking products and sophisticated solutions, including discretionary mandates, capitalization products, life insurance and wealth-management loans.
- Provide legal and tax expertise to guide investment decisions and ensure the relevance of proposed solutions.
- Build long-term relationships by providing premium service and responsiveness.
Your future environment
Join a team of 15 colleagues committed to supporting clients' projects. You will be supported by Amélie, Agency Director.
Professional development
LCL offers support and training throughout your career within LCL and the Crédit Agricole Group. More than 3,000 employees move to new roles each year within LCL.
Benefits
- Attractive compensation package with fixed and performance-based variable pay.
- Group savings plan, profit-sharing and company contributions.
- Additional leave under the banking collective agreement.
- Preferential banking rates and CSE benefits.
- Up to 33 days of remote work per year.
- Childcare support, meal vouchers and assistance with teleworking equipment through Pass LCL.
- Health and disability coverage with extended guarantees.
- Sustainable mobility package.
Recruitment process
- Assessfirst questionnaire.
- Initial telephone exchange with an HR recruiter.
- Interview with an HR recruiter.
- Interview with a business manager.
Requirements
Bachelor's degree or equivalent. You have at least initial experience, including an internship or work-study placement, in wealth management or banking with high-net-worth clients. Minimum experience: 0–2 years.
Skills
- Strong knowledge of complex financial products and associated legal and tax advice.
- Relationship-building and listening skills.
- Commercial acumen and a proactive approach.
- Analytical and critical-thinking skills.
- Team spirit.
- Rigor and organization.
- Digital proficiency and adaptability.
LCL is part of the Crédit Agricole Group and supports six million retail and business customers through its French network and banking services. All job offers are open to people with disabilities.