Provide comprehensive financial advisory services to clients, including portfolio management, financial and estate planning, and optimization of client wealth. Primary responsibilities include counseling clients on financial products like real estate, life insurance, savings, and inheritance planning, while managing operational risks and developing new client relationships.
Requires a Master's degree (Bac+5) in wealth management or patrimony law with several years of portfolio management experience. Must possess deep understanding of banking sector specifics, legal, fiscal, and financial regulations. Requires AMF certification, strong analytical skills, methodical approach, and ability to stay updated on legislative changes affecting financial operations.
Offers competitive compensation package including fixed and variable salary, performance bonuses, additional leave days, flexible working arrangements, restaurant vouchers, banking and housing advantages, comprehensive healthcare, and opportunities for internal mobility and career progression within Société Générale's extensive retail banking network.