Conseiller en gestion de patrimoine - H/F
$27,000–$60,000 year
HybridBoulogne-sur-Mer, Hauts-de-France, France
Job Summary
Manage and develop a profitable portfolio of individual clients, including self-employed individuals, merchants, and small corporate entities, by prospecting according to company strategy and updating client files via internal tools. Conduct economic, civil, fiscal, and succession analyses to determine personalized wealth management strategies, proposing tailored solutions while consulting experts as needed. Adhere strictly to compliance, ethics, and regulatory rules while meeting both qualitative and quantitative targets set by the Manager Patrimonial. Requires Bac+3 to Bac+5 degree, relevant experience, specific financial certifications (IAS, IOBSP, AMF, CIF), and a valid driver's license. Salary ranges from 27,000€ to 60,000€ plus uncapped variable commission.
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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