Conseillère patrimoniale/Conseiller patrimonial (F/H)
Core
Manage and develop a portfolio of private banking clients by proposing tailored wealth strategies covering investment, insurance, and succession planning.
Role type
Wealth management advisor (private banking)
Builds
Customized financial strategies for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial expertise, analytical rigor, client empathy, communication skills, proactivity, ethical judgment
Preferred skills
Knowledge of investment markets, insurance products, and succession planning
Responsibilities
Manage and develop a portfolio of private banking clients, Propose tailored wealth strategies, Intervene on all financial needs (investment, insurance, succession), Collaborate with private banking and internal experts, Ensure compliance and risk control, Monitor regulatory changes and market trends