Patrimony Advisor

il y a 1 semaine

Paris, Île-de-France Compagnie Fiduciaire Temps plein

Patrimony Advisor (H/F)

Compagnie Fiduciaire is seeking a Patrimony Advisor to join its team in Paris. As part of its regional development, the company is looking for a professional to develop its wealth management services in the Paris region.

The successful candidate will be part of a group of experts in financial management, with a strong network of professionals allowing for rapid development and growth.

The ideal candidate will be based in the Paris region and will work closely with the company's existing clients, developing their portfolio and network.

About Compagnie Fiduciaire

Compagnie Fiduciaire is a financial advisory firm that has been accompanying entrepreneurs and individuals since 1993 in their various financial and patrimonial challenges.

The company is part of the CF Group, a leading player in the financial services industry, with a team of experts in financial management, engineering, and back office.

Job Description and Missions

The successful candidate will be responsible for:

  1. Developing a portfolio of clients, including individuals and professionals
  2. Analyzing the financial and patrimonial situation of clients
  3. Ensuring compliance with regulatory requirements
  4. Providing tailored solutions to meet clients' objectives
  5. Managing a team of experts in financial management
  6. Developing a professional network within the company

Requirements

The ideal candidate will have a Master's degree in financial management or a related field, with a strong background in financial planning and wealth management.

Experience in a similar role, preferably in a financial advisory firm or a bank, is highly desirable.

The candidate will have excellent communication and interpersonal skills, with a strong ability to build relationships with clients and colleagues.

Why Join Compagnie Fiduciaire

  • A solid and structured company
  • Confidence and autonomy guaranteed
  • A multidisciplinary team with a strong network of professionals
  • Perspectives for growth and development within the company
  • Opportunities to develop and manage teams of experts

  • High-Net-Worth Client Advisor

    il y a 1 semaine

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