Conseiller·ère Clientèle Privée H/F
Based in France
Core
Build a tailored wealth management strategy for high-net-worth clients by integrating financial, legal, and tax solutions.
Role type
Private Banking Advisor (Wealth Management)
Builds
Customized wealth strategies, investment placements, and financial products for high-net-worth individuals
Domain
Banking / Wealth Management
Required skills
Wealth analysis, Financial product knowledge, Legal and tax expertise, Relationship building, Commercial negotiation, Strategic planning
Preferred skills
Digital tool mastery, Adaptability, Team collaboration
Responsibilities
Conduct comprehensive wealth analysis (balance sheet, tax, succession), Negotiate and sell banking and specialized financial products, Provide legal and tax expertise for investment choices, Maintain long-term premium client relationships