Jobs · Virginia

Conseiller(ère) en Gestion de Patrimoine (H/F) – Chantilly

Cabinet IGC - Saint-Germain-en-Laye · Chantilly, VA · 3 wk ago
Full-time

About the company

Cabinet IGC is a network of wealth management consulting agencies with 80 employees across 8 locations, active for over 12 years. We operate in both real estate and financial investments, offering a multi-service support package. Our financial products, co-developed with our in-house traders, provide a differentiated positioning. In a context of strong growth, we are expanding our teams in Paris.

Responsibilities

  • Complete a training program in tax and wealth optimization, then progress to full autonomy.
  • Qualify prospect needs and manage the entire sales cycle (discovery, recommendation, subscription, follow-up).
  • Advise and propose the most suitable savings solutions, in compliance with regulations and internal processes.
  • Become the primary contact for a client portfolio and ensure long-term follow-up.

Requirements

  • Team spirit, proactivity, customer service orientation, and a commitment to quality.
  • Excellent presentation, interpersonal, and writing skills.
  • Bac+5 (Master/MBA) appreciated but not mandatory; 1 year of experience in wealth management is a plus (optional).
  • Driver’s license (B) appreciated (optional).

Pay

Uncapped compensation (independent status) with commissions based on an internal scale. Indication: up to €250,000/year for top performers.

Benefits

  • Initial and ongoing training.
  • High-performance digital tools (CRM, digitized client journey, simulators).
  • Career growth opportunities: senior roles, management, or agency ownership.
  • Hybrid work organization and flexible hours; team events.

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