Gestionnaire de patrimoine (H/F)
Core
Advise high-net-worth individuals on savings, real estate, insurance, and retirement solutions while developing a personalized portfolio.
Role type
Independent wealth management advisor
Builds
Personalized wealth strategies and client portfolios
Domain
Wealth management / Financial advisory
Deliverable
client delivery
Required skills
Commercial drive, entrepreneurial mindset, networking, relationship management, financial analysis
Preferred skills
Background in banking, insurance, or B2B sales, academic training in commerce or finance
Responsibilities
Advise clients on savings, real estate, insurance, and retirement; Develop and retain a client portfolio; Create personalized tax optimization strategies
Seniority
Independent contractor / Entrepreneurial