Patrimony Portfolio Manager

il y a 1 semaine


Paris, Île-de-France Capital Ressources Temps plein

About the Role:

We are seeking a highly skilled and experienced professional to join our team as a Patrimony Portfolio Manager. As a key member of our team, you will be responsible for developing and managing a portfolio of high-net-worth clients in a fully autonomous manner.

Key Responsibilities:

  • Accompany clients in defining their patrimonial objectives, including retirement planning, tax optimization, and succession planning.
  • Propose tailored patrimonial solutions adapted to clients' needs and legislative and fiscal changes, using a comprehensive patrimonial analysis.
  • Develop and manage a network of partners, including business generators.
  • Profil: A bachelor's degree or higher, and/or at least 3 years of experience in patrimonial management, with expertise in patrimonial analysis.

Requirements:

  • Strong knowledge of law, taxation, and finance.
  • Proficiency in patrimonial analysis tools, including Big Expert and Dixit Open.
  • Excellent commercial development and sales skills, acquired in the insurance or banking sector.
  • Strong relational skills, with the ability to provide high-quality advice and long-term support to clients.

About Us:

Capital Ressources is a leading global player in asset and liability insurance, and the second-largest player in life insurance. Our client offers a comprehensive range of insurance, assistance, and financial services to individuals, professionals, businesses, and public institutions.


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