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