Conseillère patrimoniale/Conseiller patrimonial F/H
Core
Manage and develop a portfolio of high-net-worth clients by providing multi-channel advisory on legal, tax, and financial issues across all life projects.
Role type
Wealth Management Advisor (Financial Consultant)
Builds
Financial products and multi-service solutions tailored to client life projects
Domain
Banking / Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
Client portfolio management, Financial investment expertise, Risk analysis, Legal and tax advisory, Relationship building, Team collaboration
Preferred skills
Adaptability, Market curiosity, Rigor in financial/legal/tax management
Responsibilities
Pilot a portfolio of wealth clients in a multi-channel relationship, Advise and support clients on legal, tax, or financial issues for their life projects, Retain clients by anticipating needs with adapted financial products, Co-construct multi-service responses with internal specialists