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UFFPosted 1 month ago

Conseiller en gestion de patrimoine et entreprise H/F

$32,400–$75,000 year

HybridCarcassonne, Occitanie, France

Full TimeLarge

Job Summary

Manage and develop a portfolio of individual and corporate clients up to 100 employees, including holdings and civil companies. Implement the company's commercial strategy with a tailored approach while ensuring compliance, ethics, and deontology. Prospect the defined target to grow the client network and generate profitable commercial collection. Track and update client files using company tools, conducting economic, civil, fiscal, and succession analysis of their assets. Advise on determining and proposing tailored patrimonial strategies to meet personal management objectives, utilizing experts when necessary. Achieve qualitative and quantitative targets set by the Manager Patrimonial or Agency Director. Requires a Bac+3 to Bac+5 degree, at least one year of experience in wealth management, and specific certifications (IAS, IOBSP, AMF, CIF). Fixed salary between €32,400 and €75,000 plus uncapped variable bonus. Full remote work availability.

Required Qualifications

  • Experience as a wealth management advisor for at least 1 year, including at least 6 months in financial product sales
  • Education level Bac+3 to Bac+5, ideally in finance, wealth management, banking, or equivalent
  • IAS – Level 1 certification
  • IOBSP – Level 3 certification (Real Estate Credit)
  • AMF certification issued by an accredited body
  • CIF certification
  • Valid driver's license (Permis B)

Desired Qualifications

  • Background in finance, wealth management, banking, or equivalent fields

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