Financial Planner
il y a 2 semaines
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 patrimony advisory services.
The successful candidate will be part of the company's expertise group, which comprises 25 offices across France. This will provide opportunities for rapid development and growth.
The ideal candidate will be based in the Paris region and will work closely with the company's existing client base, allowing for rapid development of their portfolio and network.
About Compagnie Fiduciaire
Compagnie Fiduciaire is a leading provider of patrimony advisory services, supporting businesses and individuals since 1993. Our team of experts provides guidance on social protection, construction, valuation, and transmission of patrimony, both financial and real estate.
We are a department of Compagnie Fiduciaire, a group of companies that provides a range of services, including patrimony advisory, engineering, and back office support.
Job Description and Responsibilities
The successful candidate will be responsible for:
- Developing a portfolio of clients, including individuals and businesses
- Analyzing clients' civil, patrimonial, and financial situations
- Ensuring compliance with regulatory requirements
- Providing tailored solutions to meet clients' objectives
- Leading a team of experts in the company's Paris office
- Developing their own professional network within the company
Requirements
The ideal candidate will hold a master's degree in patrimony law or a related field, with a strong background in patrimony advisory services. Experience in a similar role, preferably in a patrimony advisory firm or a financial institution, is essential.
The successful candidate will possess excellent communication and interpersonal skills, as well as strong analytical and problem-solving abilities.
Why Join Compagnie Fiduciaire?
- A solid and structured company
- Confidence and autonomy guaranteed
- A multidisciplinary group to work with
- Perspectives for career development
- Opportunities to develop and lead teams
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