Conseiller en gestion de patrimoine H/F
$27,000–$60,000 year
HybridStrasbourg, Grand Est, France
Job Summary
Manage and develop a profitable portfolio of individual clients, including self-employed professionals and small business entities, by prospecting within defined targets and updating client files via internal tools. Conduct economic, civil, fiscal, and succession analyses to advise on personalized wealth strategies, proposing tailored solutions while collaborating with senior experts for VIP or complex cases. Achieve qualitative and quantitative targets set by management in full compliance with regulatory and ethical standards. This role requires a Bac+3 to Bac+5 degree in finance or asset management, IAS and IOBSP certifications, AMF certification, and a valid driver's license. Salary ranges from €27,000 to €60,000 plus uncapped variable commission. The position offers remote work options and includes training, meal vouchers, and retirement plans.
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 habilitation
- IOBSP – Level 3 habilitation (Real Estate Credit)
- AMF certification issued by an accredited body
- CIF habilitation
- Valid driver's license (Permis B)
Desired Qualifications
- Background in finance, wealth management, banking, or equivalent fields
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.