Conseiller en gestion de patrimoine H/F

Manage and develop a profitable client portfolio for individuals, self-employed professionals, and small corporate entities while prospecting within the defined target strategy. Conduct economic, civil, fiscal, and succession planning analyses to determine personalized asset management strategies, then propose tailored investment solutions leveraging internal experts. Maintain and update client files via company tools, ensuring strict adherence to compliance, ethics, and regulatory standards. Achieve qualitative and quantitative objectives set by the Manager and Director.