Ingénieur patrimonial Expérimenté F/H
Core
Develops and implements comprehensive wealth strategies for TPE/PME entrepreneurs, managing accounting, tax, financial, legal, and social aspects of their companies.
Role type
Senior wealth management consultant
Builds
Global wealth strategies and tax/transmission/previsionion plans for small business owners
Domain
Wealth management / Tax advisory / Legal consulting
Deliverable
client delivery
Required skills
Wealth strategy design, tax planning, legal coordination, client advisory, financial analysis
Preferred skills
Experience with TPE/PME clients, autonomy, proactive approach
Technologies
Office Pack
Responsibilities
Develop wealth missions for TPE/PME clients in Paris & Centre region, conduct studies and create global wealth strategies, advise on tax obligations and declarations, deploy wealth strategies in coordination with external advisors (lawyers, notaries)
Seniority
Senior, hands-on IC
