Nyko.io

www.nyko.io

1 Job

10 Employees

About the Company

Plateforme pédagogique de contenus financiers. 77 % des Français estiment avoir une mauvaise connaissance en finances, Nyko.io va changer les choses !

Listed Jobs

Company Name: Nyko.io
Job Title: Conseiller en gestion de patrimoine
Job Description: Job Title: Wealth Management Advisor Role Summary Independent wealth management advisor responsible for providing tailored financial solutions to private clients. Operates autonomously while utilizing company tools and support to grow client portfolio, deliver clientele audits, and manage wealth optimisation strategies. Expectations * Operate with full discretion and professional independence. * Develop and maintain a growing portfolio of private clients. * Meet progressive remuneration milestones tied to annual production. * Aspire to advance through junior, senior, and associate status. * Optionally lead, train, and mentor a team of advisors. Key Responsibilities * Conduct comprehensive client wealth audits. * Design and propose customised investment solutions across real estate, life insurance, pension products, equities, and private equity. * Leverage networking and firm resources to expand client base. * Provide financial education and guidance to clients. * Maintain strict adherence to regulatory compliance and internal policies. * (Optional) Manage, coach, and develop junior advisors. Required Skills * Self‑motivated, results‑driven, and highly organized. * Strong interpersonal and client‑relationship abilities. * Excellent communication and financial pedagogical skills. * Proficient with digital tools (CRM, financial simulators, e‑learning platforms). * Ability to work independently and manage time effectively. Required Education & Certifications * Proven registration with ORIAS (French insurance & asset‑management registry) or commitment to register promptly. * Minimum bachelor’s degree in finance, economics, business administration, or related field (preferred). * Prior experience in finance, insurance, or real‑estate sectors is advantageous.

Toulouse, France

On site

11-02-2026