The role of Wealth Advisor
Dan Bensimon et Lydia Mackenzie - Wealth Advisors - share their testimonial about their role within the Bank for efficient wealth management. Their mission is to align the needs and desires of our clients with their wealth.
The role of Wealth Advisor
The profession of wealth advisor carries a crucial human dimension. It involves providing attentive listening to clients and offering insightful advice to realize their life projects with serenity. This translates into a thorough analysis of financial needs, the implementation of tailored investment strategies, and constant monitoring of financial market developments. It is through our three complementary areas of expertise—investment, provision, and financing—that our advisors support clients in all aspects of their wealth, with complete peace of mind.
Their dynamic daily routine
The daily life of a wealth advisor is characterized by its dynamism and numerous challenges. Days are diverse, filled with readings of economic news, client meetings, discussions with the investment department, and exchanges with various departments of the Bank. Communication is the foundation of this profession, with proximity to clients being essential, whether they are physically present or not.
Watch our short career video
For a more comprehensive immersion into the stimulating daily life of a wealth advisor, we invite you to watch our short career video. Discover how these experts contribute to the realization of their clients' financial projects while cultivating enriching human relationships.
