Advise individuals and business owners in defining, analyzing and implementing their wealth strategies
Adopt a holistic, structured and educational approach aimed at securing long-term wealth decisions
Provide a cross-disciplinary, strategic perspective on clients' assets
Leverage Groupe DS's internal expertise to develop tailored, coherent and sustainable solutions

Strong interest in comprehensive wealth strategy (financial and real estate)
Ability to analyze a client's entire wealth situation (personal and professional)
Advisory mindset: attentive listening, clear explanation, client-focused approach
Rigor, ethics and adherence to regulatory frameworks
Ability to work collaboratively, in coordination with other Groupe DS teams
Independent in organizing your activity (independent contractor status)
Experienced profiles in wealth management, banking, insurance, real estate or consulting are appreciated
Motivated beginners accepted, subject to a genuine commitment to the group's training and methodology
Regulatory prerequisites (depending on scope) or willingness to engage in a compliance and upskilling pathway (status, authorizations, training), with the group's support

A structured ecosystem built on four complementary pillars
Qualified internal lead flow
High-end professional tools provided, with no personal investment required
Ongoing training and real support
The freedom of being independent combined with the security of a structured framework

Wealth Strategy Advisor, Financial & Real Estate

About this role