Conseiller en gestion de patrimoine H/F

Manage and develop a profitable portfolio of individual clients, including self-employed individuals, merchants, and small corporate entities, by prospecting within the company's defined target. Conduct economic, civil, fiscal, and succession analyses of client assets to determine personalized wealth management strategies. Update client files via internal tools and propose tailored investment solutions, collaborating with experts when necessary. Meet both qualitative and quantitative objectives set by the Manager Patrimonial and Agency Director. This role requires French residency or resident status and at least one year of experience in wealth advisory, including six months in financial product sales. Candidates must hold Bac+3 to Bac+5 degrees in finance or related fields, plus specific certifications (IAS, IOBSP, AMF, CIF) and a valid driver's license. Salary ranges from 27,000€ to 60,000€ fixed plus uncapped variable commission.