Conseiller Gestion de Patrimoine H/F
About the role
Full text from the employer, as published on Adzuna, arranged into sections. Nothing added or removed.
Dans le cadre de leur développement, notre client recherche un Conseiller en Gestion de Patrimoine confirmé (H/F) pour intégrer notre bureau dynamique de Pau. Missions : Analyse globale du patrimoine de vos clients (aspects civils, fiscaux et sociaux) Accompagnement & fidélisation d'un portefeuille dédié (environ 40 M€ d'encours) Préconisations sur-mesure à travers une large gamme de solutions : Private Equity, PER, assurance-vie luxembourgeoise, contrat de capitalisation, SCPI, GFI, immobilier…
This is a short excerpt. Read the full ad at the source (Adzuna)
DGJ Insight
Our own data about this role and place, from official statistics and our live job index.
This job's listed pay is 21% below the benchmark.
Source: OECD Average annual wages, 2025
- Talent Passport: Qualified employees, researchers, artists, investors; multi-year permit
- Employee (salarié) visa: Employer work authorisation from the labour office
- Temporary worker visa: Contracts under 12 months
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