Conseillère patrimoniale/Conseiller patrimonial (F/H)
Core
Manage and develop a portfolio of private banking clients by proposing tailored wealth strategies covering investment, insurance, and succession planning.
Role type
Private wealth advisor (IC)
Builds
Customized financial strategies for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial expertise, analytical rigor, client empathy, communication, proactivity, ethical judgment
Preferred skills
Knowledge of regulatory trends, market analysis
Technologies
Banking platforms, investment tools, insurance products
Responsibilities
Manage and grow a client portfolio, propose tailored wealth strategies, intervene on all financial needs (investment, insurance, succession), collaborate with private banking and internal experts, ensure compliance and risk control
Seniority
Mid-level, hands-on IC