Ingénieur patrimonial Expérimenté F/H
Core
Develop wealth management missions for TPE/SME entrepreneurs in the Paris & Centre region, creating global or specific strategies for taxation, succession, insurance, and retirement.
Role type
Senior wealth management consultant (taxation & succession)
Builds
Global wealth strategies and tax compliance solutions for private clients
Domain
Wealth management / Taxation / Succession planning
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Tax strategy, succession planning, client advisory, financial analysis, regulatory compliance
Preferred skills
Experience in advisory firms or banking, strong analytical capabilities, autonomy
Technologies
Office Pack
Responsibilities
Develop wealth management missions for TPE/SME clients, conduct studies and elaborate global wealth strategies, advise on tax obligations and declarations, deploy wealth strategies in coordination with external advisors (lawyers, notaries)
Seniority
Senior, hands-on IC