About the job Wealth Planner - ParisWe are looking for a small Independant Asset Manager with a focus with HNWIs a :Wealth Planner - ParisWorking closely with the Founder, you will be responsible for the following tasks:Analyse the tax situation of HNWI clients (essentially Entrepreneurs) and advise them on tax & legal matters : wealth engineering & structuring, asset consolidation, client & prospects meetings, ;You will monitor legal developments in all areas of wealth management (wealth tax, estate law, inheritance law, matrimonial property law, real estate law, corporate law, etc.);;Your profile :With a legal/fiscal background, you have 3 to 7 years' experience in wealth engineering in a law firm or notary's office, a private bank, an IFA, a wealth management firm and/or in a Single or Multi-Family Office.You will also have excellent skills in wealth engineering and in all corporate matters relating to corporate clients.You will also have excellent skills in wealth engineering and in all corporate matters relating to the company's CEO clientele.With an entrepreneurial mindset, you are fit to work in a small « boutique » environement, good writing skills and an excellent tax & legal knowledge when it comes to both corporate and private clients.Autonomous and rigourous, you have excellent interpersonal skills.Please send your application for the attention of Jérôme Jouanneau-Courville to
