Conseiller en Gestion Privée Senior F/H/X
Core
Senior Private Wealth Advisor supporting clients (TPE, SME, ETI founders and their employees) with direct investments, asset allocation, and social protection strategies.
Role type
Senior Private Wealth Advisor (IC)
Builds
Tailored wealth management solutions and social protection plans for business owners and their staff.
Domain
Private Wealth Management / Financial Advisory
Deliverable
Client delivery
Required skills
Financial product mastery, Social protection products expertise, Regulatory compliance, Client relationship management, Tax and regulation monitoring, Written communication
Preferred skills
Law or accounting background, Office tools proficiency, Wealth management software proficiency
Technologies
Wealth management software, Office suite
Responsibilities
Accompany clients on financial investments and asset allocation, Implement social protection recommendations, Ensure regulatory compliance of operations, Identify development opportunities with existing and prospective clients, Analyze client situations and expectations, Monitor tax and regulatory changes to adjust recommendations
Seniority
Senior, hands-on IC
