Financial analyst
About Archer Private Banking
Archer Gestion Privée is an independent firm specializing in financial planning, portfolio management and insurance for affluent clients.
Our mission: to maximize our customers' wealth, optimize their tax situation and help them achieve financial freedom with complete peace of mind.
We combine rigor, strategic vision and a human approach to design customized wealth strategies.
Our values: leadership, transparency, excellence and partnership.
If you share these values and want to make a real difference, we'd love to meet you!
Job description :
Reporting to a management consultant, the financial analyst plays a strategic role in providing analytical and operational support.
Main responsibilities
- Prepare financial analyses, projections and presentation tools for customer meetings.
- Assist advisors in implementing financial strategies and ensure rigorous follow-up of recommendations.
- Accompany advisors during customer meetings and prepare the documents needed to close sales.
- Contribute to business development (events, prospecting, special projects).
- Analyze and review ETFs used in model portfolios according to structure, risk exposure and performance.
- Monitor new investment products and economic news to inform management decisions.
- Review portfolio performance and composition on a quarterly basis to ensure that they match customer profiles.
- Monitor and assess portfolio risks (volatility, worst-case scenario) and track performance to prepare for customer meetings.
- Any other tasks assigned by the managing consultant.
Profile sought
- University degree in finance, financial planning, accounting or related field.
- Experience in the wealth management industry.
- Analytical skills, rigor, autonomy and professionalism.
- Interpersonal skills and interest in developing customer relationships.
- Excellent written and verbal communication skills.
- Bilingualism
Compensation and benefits
- Base salary
- Performance bonuses
- Group insurance and pension funds
- Structured career plan for rapid progression.
- Access to training and mentoring to develop into an advisor (e.g. Financial Security Advisor, Pl. Fin., CIM® ,A.V.A)
Career plan
We offer a structured career path for rapid progression to positions of responsibility, with competitive remuneration based on performance and experience.
- Financial analyst
Development of skills in financial planning and wealth management.
Compensation: base salary + performance bonus. - Financial planner
Personalized coaching and advanced training. Customer account management.
Compensation: base salary + performance bonus. - Wealth management consultant
Access to a high-value clientele and development of cutting-edge expertise in wealth and portfolio management.
Compensation: base salary + performance bonus. - Associate
Strategic participation in Archer's growth and success.
Compensation: base salary + share of profits.