Ingénieur Patrimonial F/H
Core
Partner with business leaders to design and implement independent wealth management strategies tailored to their specific objectives and needs.
Role type
Senior wealth management engineer (estate planning and tax strategy)
Builds
Wealth management strategies and tax planning solutions for business owners
Domain
Wealth management / Tax law / Estate planning
Required skills
Wealth engineering, tax law analysis, estate planning, client presentation, strategic proposal development
Preferred skills
Commercial development, adaptability, analytical synthesis
Responsibilities
Support accountants on client wealth issues, analyze tax and succession situations, write and present wealth studies, develop regional business activity
Seniority
Senior, hands-on IC
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