Conseiller en gestion de patrimoine indépendant
Core
Independent wealth management advisor providing tailored investment strategies, legal, and tax structuring for individuals and business owners.
Role type
Independent wealth management advisor (CIF)
Builds
Custom investment strategies, legal and tax structures, and portfolio management for high-net-worth individuals and enterprises.
Domain
Wealth management, financial planning, tax law, real estate
Required skills
Financial analysis, investment strategy design, legal structuring, tax planning, client acquisition, portfolio monitoring
Preferred skills
Real estate investment knowledge, accounting expertise, long-term relationship building
Technologies
Portfolio management tools, financial analysis software
Responsibilities
Develop client portfolio through self-driven efforts and qualified appointments, conduct wealth audits, create investment strategies, manage client files, and monitor portfolio obligations.