Conseillère patrimoniale/Conseiller patrimonial (F/H)
Core
Manage and develop a portfolio of high-net-worth clients, providing multi-channel advisory on legal, tax, and financial issues across life projects.
Role type
Wealth management advisor (IC)
Builds
Financial products and multi-service solutions for private and professional clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, legal and tax advisory, financial planning, risk detection and analysis, client relationship building
Preferred skills
Multi-channel engagement, team collaboration, market trend analysis
Technologies
Banking software, CRM tools
Responsibilities
Pilot a portfolio of patrimonial clients, advise on legal/tax/financial projects, retain clients by anticipating needs, co-construct multi-service responses with internal specialists
Seniority
Mid-level, hands-on IC
