Gestionnaire de patrimoine (H/F)
Core
Advise high-net-worth clients on savings, real estate, insurance, and retirement solutions while developing personalized tax optimization strategies.
Role type
Independent wealth management advisor
Builds
Client portfolios and long-term wealth strategies
Domain
Wealth management / Financial advisory
Deliverable
client delivery
Required skills
sales, client relationship management, portfolio development, tax strategy, autonomous business management
Preferred skills
background in banking, insurance, or B2B sales, academic training in commerce or finance
Technologies
none stated
Responsibilities
Advise clients on savings, real estate, insurance, and retirement; develop and retain client portfolios; create personalized tax optimization strategies; manage own activity autonomously with technical support
Seniority
Independent contractor / Entrepreneurial