Ingénieur patrimonial expérimenté F/H/X
Hybrid
Core
Advise accountants and their clients on wealth management strategies, focusing on tax, succession, and protection issues.
Role type
Senior wealth management consultant
Builds
Wealth management strategies and tax filings for clients
Domain
Financial advisory / Wealth management
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 and succession, write and present wealth studies, establish personal tax declarations, support regional wealth engineering teams, develop regional activity
Seniority
Senior, hands-on IC
