Ingénieur patrimonial expérimenté F/H/X
Core
Advise clients on wealth management strategies, focusing on tax, succession, and protection issues.
Role type
Senior wealth management engineer (IC)
Builds
Wealth management strategies and tax declarations for clients
Domain
Financial advisory / Wealth management
Deliverable
client delivery
Required skills
Wealth engineering, tax analysis, succession planning, client relationship management, technical support, commercial development
Preferred skills
Accounting, law
Technologies
N/A
Responsibilities
Analyze client wealth situations regarding tax, succession, and protection; write and present wealth studies; establish personal tax declarations; support regional wealth management teams; develop regional activity and team; promote other advisory services like private asset management.
Seniority
Senior, hands-on IC
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