Conseiller en gestion de patrimoine H/F
$27,000–$60,000 year
HybridAlbertville, Auvergne-Rhône-Alpes, France
Job Summary
Manage and develop a profitable portfolio of individual clients, including sole traders, merchants, and small corporate entities, by prospecting according to company strategy. Conduct economic, civil, fiscal, and succession analyses of client assets to determine personalized wealth management strategies. Update client files via internal tools and propose tailored investment solutions while adhering to compliance and ethical standards. Achieve both qualitative and quantitative targets set by the Manager Patrimonial and Agency Director. This role requires a Bac+3 to Bac+5 degree in finance or wealth management, relevant IAS, IOBSP, AMF, and CIF certifications, a valid driver's license, and at least one year of experience in financial product sales. Fixed salary ranges from €27,000 to €60,000 with an uncapped variable component based on commercial performance. The position offers full autonomy, expert support, and remote work options.
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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