Conseiller(e) en Gestion de Patrimoine Indépendant(e)

Develop and retain your client portfolio by delivering tailored wealth management solutions aligned with each investor's objectives and sensitivities. Prospect new leads, analyze financial needs, and provide comprehensive advisory services while collaborating across the ecosystem to expand and maintain client relationships. Manage a full 360° service offering including exclusive financial and real estate products supported by dedicated back-office tools. This role involves leveraging a custom onboarding and training program to drive performance within a group trusted by over 55,000 clients across ten regions.