Conseiller en gestion de patrimoine - f/h
Core
Accompany business owners and professionals in their wealth management projects, including audits, optimization strategies, and succession planning.
Role type
Wealth management advisor (IC)
Builds
Personalized wealth strategies and recurring advisory services for business owners
Domain
Wealth management / Financial advisory for SMEs and professionals
Deliverable
client delivery
Required skills
Wealth audit, tax and legal strategy, social protection planning, retirement planning, financial investment, commercial development, client relationship building
Preferred skills
Private banking or accounting firm experience, negotiation autonomy, result-oriented mindset
Technologies
N/A
Responsibilities
Conduct comprehensive wealth audits, develop and present personalized wealth strategies, grow the client portfolio, ensure client retention and satisfaction, collaborate with accountants and legal experts
Seniority
Mid-level, hands-on IC
