Conseiller en gestion de patrimoine et entreprise H/F
$32,400–$75,000 year
HybridBordeaux, Nouvelle-Aquitaine, France
Bordeaux, Nouvelle-Aquitaine, FranceHybridFull Time$32,400–$75,000 yearLarge
Full TimeLarge
Job Summary
Conduct client portfolio management for individuals and legal entities up to 100 employees, including holdings and civil companies. Execute the company's commercial strategy by prospecting defined targets and developing the client network. Manage client files through internal tools, performing economic, civil, fiscal, and succession analyses to determine tailored patrimonial strategies. Propose multiple investment solutions aligned with client objectives, leveraging expert support when necessary. Meet qualitative and quantitative targets set by the Manager Patrimonial and Agency Director.
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
- IAS level 2 habilitation
- IOBSP level 3 habilitation (Real Estate Credit)
- AMF certification obtained in a certified establishment
- CIF habilitation
- Valid driver's license (Permis B)
Desired Qualifications
- Sense of advising
- Active listening
- Empathy
- Relational ease
- Rigour
- Sense of confidentiality
- Ability to make technical subjects accessible
- Professionalism
- Strong commercial fiber
- Autonomy
- Commitment
- Sense of responsibility
- Personal exactitude
- Tenacity
- Ability to aim for excellence
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