Conseiller en Gestion de Patrimoine – Indépendant à Chambéry

About the role

Gan Patrimoine is looking for an Independent Wealth Management Advisor to join its network in Chambéry. You will provide tailored financial and insurance solutions to private individuals, professionals and business owners, helping them achieve their long‑term goals.

Key responsibilities

• Advise clients on savings, investment products, real estate, tax optimisation, retirement and insurance solutions.
• Develop and manage a personal client portfolio, ensuring high service quality and compliance.
• Utilise the company’s CRM and digital tools (tablet, support services) to streamline client interactions.
• Participate in a five‑week intensive training program and ongoing field coaching.

Required profile

• Motivation to work autonomously as an independent professional.
• Strong client‑orientation and desire to build lasting relationships.
• Willingness to engage in continuous learning and professional development.

Required skills

• Proficiency with CRM systems.

What we offer

• Independent status with full social protection (health, pension, disability).
• Attractive, uncapped remuneration based on performance.
• Financial support during the first 18 months to facilitate a smooth start.
• Access to high‑quality training, tools and a supportive network of 450 experts.