Conseiller en gestion de patrimoine H/F
$27,000–$60,000 year
HybridToulon, Provence-Alpes-Côte d'Azur, France
Job Summary
Manage and develop a profitable portfolio of clients including individuals, self-employed professionals, and small corporate entities by prospecting within the defined 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 leveraging expert referrals as needed. Adhere strictly to compliance, ethics, and regulatory rules while pursuing qualitative and quantitative targets set by the Manager Patrimonial. Requires Bac+3 to Bac+5 degree, one year of relevant experience, specific financial certifications (IAS, IOBSP, AMF, CIF), and a valid driver's license. Fixed 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
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