Conseiller en gestion de patrimoine (H/F)

About the role

We are looking for an independent Wealth Management Advisor to join Gan Patrimoine, the Groupama subsidiary that provides premium, personalized wealth solutions to individuals and professionals. You will act as an entrepreneur, building a client portfolio and delivering advice across savings, investments, real estate, tax optimisation, retirement and insurance.

Key responsibilities

• Develop and manage a portfolio of private and professional clients, understanding their financial goals and risk profile.
• Provide tailored recommendations on savings plans, investment products, real‑estate opportunities, tax‑efficient strategies and retirement solutions.
• Maintain ongoing relationships, monitor client portfolios and adjust strategies as market conditions evolve.
• Achieve sales and performance targets set by Gan Patrimoine.
• Utilise the company’s digital tools (tablet, CRM, support services) to streamline client interactions and reporting.

Required profile

• Entrepreneurial mindset with a strong desire to build an independent business.
• Excellent communication and client‑service orientation.
• Commitment to continuous learning and professional development.

Required skills

• Proficiency with CRM systems.

What we offer

• Independent status with full social protection (health, pension, disability).
• Attractive, uncapped remuneration based on performance.
• Comprehensive five‑week training program led by experienced field trainers.
• Access to modern tools (tablet, CRM) and ongoing field support from a commercial inspector.
• Financial assistance during the first 18 months to help you launch your activity.