Patrimony Portfolio Manager
il y a 1 semaine
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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