Conseiller·ère Clientèle Privée H/F
Core
Build a tailored wealth management strategy for high-net-worth clients by orchestrating banking solutions, legal, and fiscal advice.
Role type
Private Banking Advisor (Wealth Management)
Builds
Customized wealth strategies, investment placements, and banking products for high-net-worth individuals
Domain
Banking / Wealth Management
Required skills
Wealth analysis, financial product expertise, legal and fiscal advisory, relationship building, commercial negotiation, strategic planning
Preferred skills
Digital tool mastery, adaptability, team collaboration
Technologies
Digital banking tools
Responsibilities
Conduct comprehensive wealth analysis (balance sheet, taxation, succession), negotiate and sell banking products, provide legal and fiscal expertise, maintain long-term premium client relationships
Seniority
Junior to Mid-level, hands-on IC