Asset manager
Advising, protecting and enhancing the assets of managers and private individuals
Comprehensive support to help you achieve your life goals
At WeMa, the Wealth Manager is a trusted partner.
His role: to support managers, executives and private individuals in structuring, securing and passing on their professional and personal assets.
In a complex and constantly changing environment, he designs customized wealth strategies, working closely with WeMa’s accounting, legal, tax, labor and corporate finance departments.
Joining WeMa means working as an expert and consultant within an independent, multidisciplinary group, recognized for the quality of its human and strategic support.
The main tasks of an asset manager
WeMa ‘s Wealth Managers support their clients in all aspects of wealth management, with the primary aim of protecting their clients’ interests and building solid, sustainable, high-performance assets.
Analysis of the customer's assets and financial situation
Income, expenses, objectives, family, professional and estate structure
Development of personalized investment, transfer and tax optimization strategies
Advice on financial investments, real estate, life insurance, retirement and pension plans
Structuring business assets
Holding companies, business transfers, gifts, dismemberments, Dutreil pacts…
Collaboration with legal, accounting and tax departments to ensure overall consistency of strategy
Economic and regulatory watch to anticipate market trends and opportunities
Skills and qualities sought
- Solid knowledge of property law, taxation, finance and insurance
- Thoroughness, listening skills and a sense of personalized advice
- Ability to popularize complex subjects with pedagogy
- Discretion, ethics and confidentiality
- Good interpersonal skills and entrepreneurial spirit
- Taste for collaborative work in multidisciplinary teams
Training: Master 2 in Wealth Management, Wealth Engineering, Law or Finance.
Experience: initial experience in private banking, wealth management firm, chartered accountancy or tax consultancy.
Why work at WeMa?
At WeMa, the position of Wealth Manager offers varied and ambitious career prospects:
At WeMa, wealth management is above all a human relationship based on trust and competence.
An independent firm with no capital ties to financial institutions
A 360° approach to consulting, integrating tax, law, finance and corporate strategy
Tailor-made missions focused on customers' needs and life projects
Close collaboration with the Group's centres of expertise
High-performance digital tools for fine-tuned, responsive analysis of asset situations
A caring, formative team culture to support professional development
Career opportunities at WeMa
- Wealth manager → Senior wealth manager → Wealth engineering manager → Partner
- Possible specializations: business transfer, international taxation, retirement, personal protection or asset management
- Regular training courses via the WeMa Academy, focusing on regulatory monitoring, new financial solutions and global advice
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At WeMa, wealth management is above all a matter of trust. We work with entrepreneurs, families and investors - and provide them with global, concrete and sustainable solutions.
Nicolas, Asset manager in Strasbourg
Join WeMa
Would you like to work in an independent, multi-disciplinary environment, where wealth advice is synonymous with excellence and proximity?
Consult our job offers on the WeMa Careers page.