Wealth Strategy Advisor — Financial & Real Estate Assets

Role Overview

• Support individuals and business leaders in defining, analyzing and implementing their wealth strategy
• Integrate financial (movable) and real estate dimensions in a coherent manner
• Provide a transversal and strategic assessment of clients' wealth
• Mobilize, when necessary, Groupe DS internal expertise to build tailored solutions

Requirements

• Strong interest in comprehensive wealth strategy (financial and real estate)
• Ability to analyze a client’s overall wealth situation (personal and professional)
• Advisory approach: attentive listening, clear explanation, client-focused mindset
• Rigor, ethics and adherence to regulatory frameworks
• Ability to work collaboratively
• Autonomy in organizing your activity (independent contractor status)
• Experienced profiles in wealth management, banking, insurance, real estate or consulting are valued
• Motivated entry-level candidates accepted, subject to a genuine commitment to the group’s training and methodology

Benefits

• A structured ecosystem built around four complementary pillars
• Collective intelligence and genuine synergies
• High-end professional tools provided, with no personal investment required
• Access to BIG HARVEST and real estate tools (LaBoiteImmo)
• Immediate credibility and secure referrals
• Certified internal training organization, clear methodology and continuous skills development
• Full autonomy with group tools and support, without bureaucracy or a rigid model