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, while adhering to compliance and ethical standards. Prospect within the defined target strategy to grow commercial activity for physical clients, then conduct economic, civil, fiscal, and succession analyses of their assets. Advise on determining a patrimonial strategy to meet personal management objectives, proposing tailored solutions and leveraging expert support when necessary. Update client files via internal tools and achieve both qualitative and quantitative targets set by the Manager Patrimonial and Agency Director.