Gérant Conseil Patrimonial H/F
Core
Manage a portfolio of agricultural and professional clients, providing advice on asset allocation, wealth transmission, and tax optimization.
Role type
Senior Wealth Management Advisor (Agricultural/Professional)
Builds
Financial portfolios (equities, bonds, real assets) and wealth management strategies for clients.
Domain
Banking / Wealth Management / Agriculture
Required skills
Asset allocation, wealth transmission planning, tax optimization, client relationship management, financial product knowledge, investment committee participation, regulatory compliance.
Preferred skills
Experience in professional and agricultural markets, knowledge of financial savings products (OPC, UC, real assets).
Technologies
AMUNDI tools, investment committee platforms.
Responsibilities
Manage client portfolios, ensure investment strategy coherence, optimize contact planning, participate in investment committee construction, apply regulatory rules, monitor economic and fiscal news.
Seniority
Senior, hands-on IC