Conseiller en gestion de patrimoine H/F
$27,000–$60,000 year
On-siteChambéry, Auvergne-Rhône-Alpes, France
Chambéry, Auvergne-Rhône-Alpes, FranceOn-siteFull Time$27,000–$60,000 yearLarge
Full TimeLarge
Job Summary
Manage and develop a profitable portfolio of individual clients, including self-employed individuals and small business owners, by prospecting within the defined target and updating client files via company tools. Conduct economic, civil, fiscal, and succession analyses of client assets to determine personalized wealth management strategies, proposing tailored solutions while consulting experts as needed. Adhere to compliance, ethics, and commercial policies set by the Manager Patrimonial to meet qualitative and quantitative objectives.
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
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