CONSEILLER / CONSEILLERE PATRIMONIAL(E) (F/H) - LE KREMLIN BICETRE (94270)
Core
Managing a portfolio of high-net-worth clients and providing advice on legal, tax, and financial issues for their life projects.
Role type
Wealth management advisor
Builds
Financial products and multi-service solutions for private clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Portfolio management, financial and tax advisory, risk detection and analysis, client relationship building
Preferred skills
Adaptability, market curiosity, teamwork
Technologies
Financial planning tools, CRM systems