CIC - Conseiller patrimonial (F/H)
Core
Managing and developing a portfolio of private banking clients by proposing tailored wealth strategies covering investment, insurance, and succession planning.
Role type
Private Banking Advisor (Wealth Management)
Builds
Customized financial strategies for individual and professional clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial expertise, analytical rigor, client empathy, advisory orientation, regulatory compliance knowledge, risk management
Preferred skills
Proactivity, client engagement, ability to simplify complex concepts
Responsibilities
Manage and grow a portfolio of private banking clients, Propose tailored wealth strategies, Address full financial needs (investment, insurance, succession), Collaborate with private banking and internal experts, Ensure compliance and risk control, Monitor regulatory changes and market trends