Conseiller patrimonial indépendant H/F
CMO PATRIMOINE · La Roche-sur-Foron
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- Company
- CMO PATRIMOINE
- Location
- La Roche-sur-Foron
- Posted
- October 18, 2026
About this job
Nous recherchons un Conseiller en Gestion de Patrimoine (CGP) / Conseiller en Investissements Financiers (CIF) indépendant, passionné par la finance et le conseil patrimonial. En tant que professionnel indépendant, vous accompagnerez vos clients dans l’optimisation de leur patrimoine et la réalisation de leurs projets financiers, en toute indépendance et avec un large choix de solutions. Vos missions Vos missions: Analyser la situation patrimoniale, fiscale et financière des clients. Élaborer des stratégies patrimoniales adaptées aux besoins et objectifs des clients. Conseiller sur les placements financiers, assurances-vie, produits d’épargne, immobilier, retraite et prévoyance. Développer votre portefeuille clients et entretenir une relation de confiance durable.…
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Consultant salaries in Germany
Based on 185 postings that disclose pay.
Estimated from advertised pay across our sources — indicative gross annual figures, not an offer.
Most-requested skills in Germany
Based on 522 Germany vacancies that list requirements, these are the skills employers ask for most often.
- Strategy43% of postings
- SAP38% of postings
- Stakeholder Management28% of postings
- Project Management16% of postings
- Excel10% of postings
- Agile8% of postings
- Process Optimization6% of postings
- Data Analysis6% of postings
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