Subject: Application for the wealth manager position, [Company], [City]
Dear [Recruiter's name],
Business owners preparing to sell their company are the clients I have advised over the past [x] years, and they are the core of [Company]'s practice in [City]. I am therefore applying for your wealth manager position.
At [Previous Company], I followed a portfolio of around [x] households, mainly owners of SMEs and liberal professionals. Last year, I worked on the case of a couple selling their transport company: with their notary and accountant, we organised a gift of shares to their children before the sale and reinvested the proceeds through a holding company and assurance vie contracts. The project took eight months and the clients have since referred two of their friends.
I am AMF certified and keep my insurance training up to date each year. I write my recommendations in plain language, because most clients sign only when they understand the trade-offs. I also prepare the compliance file as I go, so audits do not become a burden.
I would like to bring this experience to a firm that gives priority to long-term advice. A meeting would let me show you how I prepare an asset review and a written recommendation.
Yours sincerely,[First Name Last Name][Phone][Email]