Conseiller(e) en Gestion du Patrimoine F/H
Core
Support the commercial network on complex wealth management issues and advise private clients on investment solutions including real estate.
Role type
Wealth management advisor (IC)
Builds
Investment and real estate solutions for private clients
Domain
Wealth management / Private banking / Real estate
Required skills
Wealth audits, investment product knowledge, real estate expertise, regulatory compliance, client portfolio management, sales techniques, CRM tools, financial regulations (CIF, IOBSP, IAS, IMMOBILIER)
Preferred skills
Advanced Excel, stakeholder collaboration, training participation
Technologies
CRM, Wealth management software, Excel
Responsibilities
Support the commercial network on complex wealth management questions; Advise and sell investment and real estate solutions to private clients; Develop and manage a client portfolio through wealth audits and tailored proposals; Participate in commercial training and animations for the network.