Gestionnaire de patrimoine
06-2015 - NowDesign / Civil engineering / Industrial engineering Establish a wealth inventory by offering each department a personalized study of the situation
- Define a strategy for each investment type
- Identify the significant differences between the achievements and forecasts.
- Check accounts receivable and take into account the risks tax evasion for example
- Maintain contact with account managers to provide them with expertise in patrimony management and allow them to guide clients