Conseillère spécialisée/Conseiller spécialisé (F/H) - Secteur côte d'Opale
Core
Specialized wealth management advisor managing and developing a portfolio of private and professional clients in the Calais and Marquise regions.
Role type
Senior IC wealth management advisor
Builds
Financial and real estate investment strategies, wealth preservation, and transmission plans
Domain
Banking / Wealth Management
Required skills
Global wealth approach, financial analysis, legal and fiscal monitoring, client relationship management, strategic planning, product knowledge
Preferred skills
Team animation, workshop facilitation, commercial agility
Technologies
DIAFIS, DIAPAT, PEPITE, QESCLI, DCOM, Big Expert
Responsibilities
Develop and manage relationships with patrimonial clients and prospects; Define investment strategies aligned with client profiles and MIF2 regulations; Monitor legal, fiscal, and financial trends; Collaborate with local branches to optimize portfolio growth; Support colleagues in financial savings expertise
Seniority
Senior, hands-on IC
