Conseillère patrimoniale/Conseiller patrimonial (F/H)
Core
Manage and develop a portfolio of high-net-worth clients through multi-channel relationships, providing advice on legal, tax, and financial issues for life projects.
Role type
Senior IC wealth advisor
Builds
Financial products and multi-service solutions for client life projects
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
portfolio management, client relationship building, legal and tax advisory, financial planning, risk detection and analysis, market trend analysis
Preferred skills
team collaboration, adaptability, curiosity about market trends, rigor in financial and legal risk management
Responsibilities
Pilot a portfolio of wealth clients in a multi-channel relationship; Advise and accompany clients on legal, tax, or financial issues in all life projects; Retain clients by anticipating needs with adapted financial products; Co-construct multi-service responses with internal specialists