Wealth manager in French
In France, this job is advertised as “Conseiller en gestion de patrimoine”. To search for jobs in France, type “Conseiller en gestion de patrimoine” or “Conseillère en gestion de patrimoine”.
- Masculine
- Conseiller en gestion de patrimoine
- Feminine
- Conseillère en gestion de patrimoine
- ROME code
- C1205
Source: France Travail, ROME 4.0 occupation directory (v61, published 15 June 2026) · Data downloaded on 18 October 2026
Common synonyms
- CGP
- conseiller financier
Official ROME job titles
Job titles France Travail attaches to this occupation, useful as search keywords.
- Conseiller / Conseillère en développement de patrimoine
- Conseiller / Conseillère en gestion d'actifs
- Conseiller / Conseillère en gestion de capitaux
- Conseiller / Conseillère en gestion de fortune
- Conseiller / Conseillère en gestion de patrimoine
- Conseiller / Conseillère en gestion de patrimoine financier
- Conseiller / Conseillère en gestion patrimoine immobilier
- Conseiller / Conseillère en investissements financiers
- Conseiller / Conseillère en investissements privés
- Conseiller / Conseillère en patrimoine financier
- Conseiller / Conseillère gestion banque privée
- Conseiller patrimonial / Conseillère patrimoniale
- Family office
- Gestionnaire clientèle patrimoniale
- Gestionnaire de fortune
- Gestionnaire de patrimoine financier
- Ingénieur / Ingénieure en gestion patrimoniale
Working as a wealth manager in France
Advising on financial investments in France is supervised. Independent advisers need the CIF status (conseiller en investissements financiers), membership of an association approved by the AMF and registration with ORIAS; distributing insurance products such as assurance vie also requires insurance intermediary registration and annual training. In banks, staff advising on financial instruments must hold the AMF professional certification. Typical diplomas are a BTS Banque, a master's in wealth management or a university diploma in patrimonial management. Search for "conseiller en gestion de patrimoine", "CGP", "banquier privé" or "conseiller patrimonial".
French job profile (in French): Conseiller en gestion de patrimoine
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