Wealth Management Real Estate Advisor - Southern Île-de-France

Daily Missions

• Fully fulfill the role of real estate advisor for Société Générale’s individual clients.
• To ensure the loyal relationship that binds customers to the company.
• Act as the agency's liaison in providing wealth management services to individual clients and contribute to its sales strategy.
• Manage, establish, or expand the portfolio of wealth management advisors.
• Ensure the execution of delegated management mandates for high-net-worth clients.
• To ensure a high level of excellence in the performance of our missions.
• Actively participate on a daily basis in the development and marketing of wealth management solutions for individual clients.
• Align the scope of work for branch wealth management advisors with the services offered by regional wealth management advisors who serve high-net-worth clients and those seeking an integrated approach to their wealth.
• Manage various investments: stocks, bonds, mutual fund shares, and real estate (up to 50% of the total net value of the Vivier Mandaté portfolio).
• Be available to implement the distribution program and to handle withholding tax operations.
• Be assigned to an existing client for a long-term engagement (5 to 30 years) or propose a partnership agreement that ensures the exchange, execution, and development of scheduled projects.
• Help customers make informed choices when filing their tax returns.
• Make the connection at home and apply the spatial approach to the issue of primary and secondary residences.

Profile recherché

• Passionate about heritage topics and the traditional solution of choice available.
• Recognition of Société Générale’s business model, which is based on two complementary pillars of engagement: investing in the quality of customer interactions and the quality of customer relationships.
• Passionate about customer service.
• A genuine interest in developing a network for business collaboration.
• A genuine interest in providing support in the field of rural real estate.
• Experience or knowledge of a range of 4X and 5X clients (investments ranging from €10,000 to €500,000).
• Knowledge of, or willingness to quickly learn, the portfolio management software designed for financial advisors.
• Experience in the real estate industry (a plus).
• A strong commitment to customer satisfaction and retention within the scope of the assignment.
• A quick wit.