Conseiller Expérimenté en Gestion de Patrimoine H/F - Dinard (35)
Core
Senior Wealth Management Advisor providing personalized financial advice and solutions to high-net-worth private clients through home or workplace visits.
Role type
Senior Wealth Management Advisor
Builds
Customized wealth management solutions and financial products
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Wealth analysis, High-net-worth client acquisition, Partner network management, Custom solution design, Regulatory and tax knowledge, Financial planning
Preferred skills
Allianz sales methodology, AI tools for sales
Technologies
Big Expert
Responsibilities
Develop a high-net-worth client portfolio through acquisition, Manage and grow a network of partners and referrers, Retain and guide clients in defining wealth objectives, Propose tailored wealth solutions adapting to legislative and fiscal changes