Conseiller en gestion de patrimoine H/F H/F
Core
Wealth management advisor managing high-net-worth portfolios for bank clients in Châteaulin, focusing on capital collection, risk prevention, and client strategy.
Role type
Wealth management advisor (IC)
Builds
Client wealth portfolios and financial strategies
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, risk assessment, tax law knowledge, financial product expertise, client acquisition, digital autonomy support
Preferred skills
Active listening, analysis and synthesis
Technologies
Digital banking platforms
Responsibilities
Welcome prospects and high-net-worth clients, develop and manage a portfolio of ~250 households, conduct commercial prospecting to grow external capital, define client investment strategies, manage portfolio risks considering tax and legal constraints, support clients in digital autonomy
