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UFFPosted 1 month ago

Conseiller en gestion de patrimoine H/F

$27,000–$60,000 year

HybridSaint-Étienne, Auvergne-Rhône-Alpes, France

Full TimeLarge

Job Summary

Manage and develop a profitable portfolio of individual clients, including self-employed individuals and small businesses, by prospecting according to company strategy and updating client files via internal tools. Conduct economic, civil, fiscal, and succession analyses of client assets to determine personalized wealth management strategies, proposing tailored solutions while adhering to compliance and ethical standards. Report to the Manager Patrimonial to meet defined qualitative and quantitative objectives. 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. Salary ranges from €27,000 to €60,000 fixed plus uncapped variable pay based on performance. The position is open to remote work.

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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