Gestionnaire de Patrimoine Multi-Family Office
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Pour l'un de nos clients, une structure indépendante spécialisée dans la gestion de patrimoine, nous recherchons un Senior Relationship Manager en Belgique.
Notre client combine l'approche personnalisée d'une boutique patrimoniale avec les moyens et les ambitions d'un groupe international en pleine expansion.
Dans un contexte de croissance et de transmission progressive de portefeuilles historiques, cette opportunité s'adresse à des professionnels expérimentés souhaitant développer leur carrière dans un environnement où la qualité du conseil, la proximité avec les clients et la confiance à long terme occupent une place centrale.
Deux modèles de collaboration sont envisageables : Relationship Manager salarié, principalement orienté vers la gestion et la fidélisation d'un portefeuille, ou agent agréé indépendant, avec une dimension plus entrepreneuriale et commerciale.
Vous rejoignez une société de gestion patrimoniale disposant d'une présence internationale et d'une expertise reconnue auprès des familles fortunées, des entrepreneurs et des clients privés.
Son offre repose sur plusieurs domaines complémentaires :
- Gestion discrétionnaire de portefeuilles
- Conseil en investissement et allocation d'actifs
- Wealth Planning et structuration patrimoniale
- Multi-Family Office
- Planification successorale et transmission du patrimoine
- Solutions d'assurance-vie et de protection patrimoniale
L'organisation accompagne environ 1 200 clients, selon les informations communiquées, et privilégie une gestion personnalisée ainsi qu'une approche prudente du risque.
Dans le cadre de son développement, elle bénéficie également du soutien d'un groupe européen de gestion de patrimoine, tout en souhaitant préserver une culture de proximité et de discrétion.
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