Predictis

About the Company

Predictis, filiale de Groupe Premium,1er courtier assurance-vie épargne de France ! Créé en 1997, et certifié ISO 9001, Predictis est spécialisé en solutions patrimoniales, épargne retraite, prévoyance et investissements immobiliers. Ses clients : professionnels (professions libérales, médicales, TNS) et particuliers. Predictis compte aujourd’hui plus de 450 conseillers patrimoniaux + de 150.000 clients, et des espaces de co-working partout en France. Vous êtes ambitieux(se), et doté(e) d’un excellent sens relationnel, vous avez le goût du challenge, et de l’atteinte de vos objectifs, alors n’hésitez plus et rejoignez notre réseau !

Listed Jobs

Company Name

Predictis

Job Title

Conseiller patrimoine/Conseillère patrimoine

Job Description

**Job Title:** Wealth Advisor (MIA) **Role Summary:** Independent wealth advisor partnering with a national network to serve self‑employed professionals, entrepreneurs, and private clients. Responsible for building a client portfolio, delivering personalized wealth strategies, and ensuring ongoing client satisfaction and compliance. **Expectations:** - Generate and nurture a pipeline of high‑potential clients through active prospecting and relationship management. - Deliver customized wealth‑management solutions that align with clients’ financial goals and life plans. - Operate independently while maintaining adherence to regulatory standards and best‑practice frameworks. **Key Responsibilities:** - Prospect, acquire, and retain new clients; maintain regular contact to grow portfolio. - Conduct comprehensive needs analyses and advise on investment, tax, succession, and retirement planning. - Develop and implement individualized wealth‑management strategies. - Monitor portfolio performance, review project milestones, and adjust plans as needed. - Ensure all client interactions comply with regulatory and ethical obligations. **Required Skills:** - Strong commercial acumen with proven client‑acquisition experience. - Excellent interpersonal and communication skills; adept at building trust. - Analytical mindset for portfolio analysis and strategy design. - Self‑directed, proactive, and able to manage work independently. - Proficiency in client relationship management tools and financial software. **Required Education & Certifications:** - Bachelor’s degree (or higher) in Business, Finance, Economics, or related field preferred but not mandatory. - Knowledge of legal, tax, and financial regulations relevant to wealth management. - Professional certifications (e.g., Certified Financial Planner, Chartered Wealth Manager) are an asset.

Nice, France

Hybrid

29-09-2025

Company Name

Predictis

Job Title

Business developer indépendant H/F

Job Description

**Job Title** Independent Business Development Advisor (M/F) **Role Summary** Provide tailored wealth‑management solutions to clients by building and maintaining a client portfolio. Analyze client needs, design comprehensive financial strategies, and ensure ongoing performance and satisfaction. **Expectations** - Entrepreneurial mindset with strong autonomy. - Proven ability to develop and grow a client portfolio. - Results‑oriented, self‑motivated. - Fluent in French (written and spoken). - Valid residence permit (minimum five years) for foreign candidates. **Key Responsibilities** - Identify and engage prospective clients within target markets. - Conduct comprehensive wealth assessments and create personalized investment, insurance, retirement, tax, and real‑estate solutions. - Present product proposals, negotiate terms, and secure client agreements. - Monitor and review implemented strategies, ensuring ongoing client satisfaction and regulatory compliance. - Utilize CRM, digital platforms, and partner networks to streamline client service. **Required Skills** - Excellent interpersonal and communication abilities. - Analytical skills for evaluating financial information and designing customized solutions. - Proficiency with CRM and digital tools. - Self‑management, initiative, and perseverance. - Knowledge of wealth‑management products (insurance, retirement, tax, real‑estate) is a plus. **Required Education & Certifications** - Bachelor’s degree in Finance, Economics, Business Administration, or related field (or equivalent professional experience). - Certification in Wealth Management or related financial advisory license (e.g., CFA, CFP, or equivalent) preferred but not mandatory.

Boulogne-billancourt, France

Hybrid

29-09-2025