• CGPI chez Vaillance Courtage

    Le cabinet Vaillance Courtage, cabinet de conseil en gestion de patrimoine, situé dans le 8ème arrondissement de Paris, nous fait part de son expérience pour nous expliquer le métier de conseiller en gestion de patrimoine indépendant et la rémunération qui en découle.

     

    Le conseiller en gestion de patrimoine est là pour conseiller son client sur ses investissements, ses contrats d’assurances, ou encore sur la préparation de sa retraite. En fonction des revenus et des biens du client, le conseiller établit un bilan patrimonial et fiscal de la situation de son client. Par la suite, il recense les attentes et objectifs de celui-ci et détermine à quel niveau de risque le client souhaite se confronter. Il définit ensuite une stratégie financière et propose les solutions et les produits qu'il estime les mieux adaptés. Ses conseils se font essentiellement par rapport aux attentes du client : accroitre ses revenus, fructifier son argent, assurer sa famille, payer des études, prévoir sa retraite, constituer un capital, céder son patrimoine.

    Pour optimiser le patrimoine confié, le conseiller doit être au courant des évolutions fiscales et patrimoniales, connaitre les marchés financiers ou immobiliers. Il doit prendre connaissance de tout événement touchant à la vie personnelle de son client (divorce, succession...) et, si nécessaire, reconsidérer la stratégie patrimoniale qu'il a préconisé.

    Pour bien conseiller son client, le conseiller en gestion de patrimoine maîtrise de multiples domaines : économie, fiscalité, droit, immobilier, produits bancaires et assurantiels. 

    Ce professionnel doit prendre connaissance des attentes de son client et en faire une étude fine. Il sait expliquer clairement les stratégies qu'il met en place. Il doit effectuer un suivi régulier de chaque client. De ce fait, il doit être à l’écoute de l’actualité et faire preuve de réactivité. 


    En tant que conseiller en gestion de patrimoine indépendant, le conseiller ne perçoit pas de salaire fixe, il est payé à la commission. Cette rémunération dont le montant est déterminé proportionnellement au bénéfice ou au chiffre d'affaires de l'entreprise. Ce qui peut devenir très avantageux. En effet, un débutant peut gagner entre 1500€ et 3000€ les premiers mois et ça peut rapidement atteindre les 4000€ par mois voir plus lorsqu’on est manager. Cela dépend bien évidemment du nombre de signatures de contrats effectuées.

    Les perspectives d’évolution sont larges, et une ascension rapide est possible, dès lors que le stagiaire fait preuve de détermination et montre des résultats probants. Il y en a qui passent de stagiaire à manager en 6 mois seulement.

    Le conseiller en gestion de patrimoine indépendant possède son propre portefeuille client qu’il constitue au fur et à mesure. Il faut savoir que, le conseiller indépendant peut accéder à des postes de manager et constituer une équipe. Celle-ci est constituée de 2 à 10 stagiaires juniors. Le manager a pour mission d’encadrer son équipe lors la prise de rendez-vous, dans la préparation des entretiens physiques, mais aussi sur le terrain avec le client, et pendant toute la durée du contrat.

    Pour plus d’informations sur la formation de Vaillance Courtage, n’hésitez pas à visiter le site http://vaillancecourtage.fr .

     et notre vidéo https://www.youtube.com/watch?v=_FHekqiPaSs


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