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 defined targets and updating client files via internal tools. Conduct economic, civil, fiscal, and succession analyses to determine personalized asset management strategies, proposing tailored solutions while collaborating with experts as needed. Adhere strictly to compliance, ethics, and regulatory rules while meeting both qualitative and quantitative targets set by the Manager Patrimonial. This role requires a Bac+3 to Bac+5 degree in finance or asset management, plus IAS, IOBSP, AMF, and CIF certifications, a valid driver's license, and at least one year of relevant experience. Fixed salary ranges from €27,000 to €60,000 with unlimited variable commission based on performance. The position is open to remote work and offers comprehensive training and career mobility across France.