Patrimony Manager

il y a 1 semaine


Paris, Île-de-France Fyte Finance & Comptabilité Temps plein

Job Title: Patrimony Manager - Financial Services

Job Description:

About the Company: Fyte Finance & Comptabilité is a specialized recruitment agency that provides high-quality candidates for financial services companies. Our team of experts has a deep understanding of the market and can help you find the perfect candidate for your needs.

About the Job:

We are seeking a highly skilled Patrimony Manager to join our client's team. As a Patrimony Manager, you will be responsible for developing and managing a portfolio of high-net-worth clients, providing them with expert financial advice and guidance.

Key Responsibilities:

  • Develop and maintain relationships with clients in the financial services industry
  • Manage a portfolio of clients with a total value of 90M EUR and provide high-quality sales and consulting services
  • Assure the financial engineering of clients' assets by regularly reviewing their financial portfolios
  • Develop the profitability of the portfolio through proactive commercial initiatives and negotiation of commercial conditions

Requirements:

  • Degree in Master 2 in Patrimony Management or equivalent
  • At least 4 years of experience in a similar role
  • Expertise in patrimonial subjects (CGPI, patrimony management, private banking)
  • Excellent knowledge of banking (financial culture, knowledge of products and services, asset and liability management, patrimonial engineering, knowledge of applicable regulations)
  • Ability to manage a high-net-worth client base and certification from the AMF

What We Offer:

Fyte Finance & Comptabilité offers a competitive salary and benefits package, as well as opportunities for professional growth and development.


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