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Bruce.work

Bruce.work

www.bruce.work

2 Jobs

92 Employees

About the Company

Bruce makes staffing and recruitment easy. For companies we provide a cost-effective option, delivering intelligent candidate matching, reactivity and screening simplicity. For job seekers we are a platform that fits their needs, mobile and easy to use, helping them to boost their careers.

Listed Jobs

Company background Company brand
Company Name
Bruce.work
Job Title
Conseiller en Gestion de Patrimoine H/F
Job Description
**Job Title** Wealth Management Advisor – Independent (Micro‑Entrepreneur) **Role Summary** An autonomous, self‑employed advisor who builds and manages a personal portfolio of private clients. The role involves selling five core wealth‑management products, providing tailored financial solutions, and maintaining long‑term client relationships while operating under a transparent commission model. **Expectations** - Recruit and retain a growing client base. - Achieve consistent sales targets and client satisfaction metrics. - Operate independently yet within a cooperative network of peers and company support. - Maintain up‑to‑date knowledge of products, regulations, and market trends. **Key Responsibilities** 1. Prospect, onboard, and nurture a portfolio of private clients. 2. Conduct comprehensive needs assessments and financial analyses. 3. Design and propose personalized wealth‑management plans across the firm’s product suite. 4. Monitor portfolio performance, adjust solutions, and ensure timely client communication. 5. Manage daily activities autonomously while adhering to compliance and reporting standards. 6. Collaborate with a mentorship pair for training, knowledge sharing, and performance review. 7. Participate in a 5‑week introductory training program funded by the firm (if necessary). **Required Skills** - Strong numeracy and analytical aptitude. - Excellent verbal and written communication (French proficiency required; English proficiency an asset). - Client‑centric approach with proven interpersonal skills. - Self‑motivation, entrepreneurial spirit, and disciplined time‑management. - Ability to work independently and within a peer‑support framework. - Professional presentation and organizational abilities. **Required Education & Certifications** - Minimum secondary education (high school diploma). - Prior experience in banking, insurance brokerage, business development, or sales is highly desirable. - Acceptance of a 5‑week training program; no specific certifications required at entry. - Micro‑entrepreneur status (self‑employed) preferred; compliance with local regulatory requirements for independent financial advisors.
Paris, France
Hybrid
03-03-2026
Company background Company brand
Company Name
Bruce.work
Job Title
Mandataire indépendant
Job Description
**Job Title:** Independent Financial Advisor (Micro‑entrepreneur) **Role Summary:** Act as an autonomous sales representative for a wealth‑management firm, promoting a portfolio of five financial products to individual (B2C) clients. Build and maintain a personal client base, assess their financial needs, propose tailored wealth‑management solutions, and adjust recommendations over time while operating under a micro‑entrepreneur status with full freedom over schedule and earnings. **Expectations:** - Demonstrate a professional appearance and flawless French language skills (both spoken and written). - Show strong client‑facing attitude, high energy, and a passion for meeting sales challenges. - Manage time independently, meet monthly revenue targets (≈ €3k‑€7k), and maintain rigorous organization. - Participate in a 5‑week paid training program and collaborate closely with a senior partner for rapid onboarding. **Key Responsibilities:** - Acquire, develop, and retain a personal portfolio of individual clients. - Conduct comprehensive financial needs analyses and create personalized wealth‑management proposals. - Sell the firm’s five core financial products, earning a fixed commission per sale. - Monitor client portfolios, provide ongoing advice, and adjust solutions as circumstances change. - Maintain compliance with regulatory standards and internal policies. - Report sales activity and performance metrics to the support team. **Required Skills:** - Strong numerical aptitude and analytical ability. - Excellent verbal and written communication in French; English proficiency a plus. - Proven sales or relationship‑building experience (banking, insurance brokerage, business development, or comparable client‑focused roles). - High level of self‑motivation, entrepreneurial mindset, and resilience. - Organizational rigor and ability to work autonomously while collaborating in a duo‑partner model. **Required Education & Certifications:** - Minimum: High school diploma or equivalent. - Preferred: Degree in finance, economics, business, or related field; professional certifications (e.g., CFP, CIMA) are advantageous but not mandatory. - No specific licenses required at entry; training provided to meet product and compliance knowledge.
Marseille, France
Hybrid
03-03-2026