Insurance for the profession Financial wealth manager - BANKING, INSURANCE, REAL ESTATE
Financial asset manager is a profession referenced by employment center, by companies and unions. It is also recognized by insurers and provides a good understanding of the risks inherent in your job as a financial wealth manager.
The Financial Wealth Manager job belongs to the following family of professions: BANKING, INSURANCE, REAL ESTATE.
The Financial Wealth Manager job belongs to the following professions: Banking.
This profession can be exercised by companies such as SAS, SASU, SARL, SA etc ... or self-employed persons such as sole proprietorships or micro-entrepreneurs.
The men and women who are respectively Financial Wealth Manager, work under specific risk conditions and are therefore exposed to risks specific to their profession.
Hoggo references here for all people exercising the profession of Financial Wealth Manager the insurance most suited to their needs.
Definition and tasks of the profession of financial asset manager
During the exercise of the job of Financial Wealth Manager, the following activities are often practiced:
Advising and guiding a clientele of individuals / individuals in the choice of investments / placements to constitute or optimize their financial assets according to banking and financial regulations.
Can implement management mandates.
Can lead a structure.
For a more complete description of the job of Financial Wealth Manager, you can go to the Pôle Emploi website and consult the file on the ROME Code: C1205. The ROME code (for Operational Directory of Trades and Jobs) is a code that allows precise identification by Pôle Emploi
Diplomas and prerequisites for the profession of Financial Wealth Manager
The activity of this job / profession is carried out within financial institutions (banks, asset management companies, etc.), sometimes in relation with various stakeholders (notaries, lawyers, real estate agents, etc. .) and in contact with customers.
It varies according to the sector (private banking, wealth management, etc.).
The remuneration consists of a fixed amount sometimes associated with bonuses (performance, ...) or fees (liberal professions, ...).
Conditions and remuneration for the profession of financial asset manager
This job / profession is accessible with a Master (M1, Professional Master, ...) in banking, finance, insurance, economics, wealth management, supplemented by professional experience in the field of banking or insurance .
Which APE code for Financial Wealth Manager?
To find out what or what are the possible APE / NAF codes for the profession of Financial Wealth Manager.
Professional civil liability insurance for the profession of financial asset manager
The profession of Financial wealth manager requires protection against professional risks. During the exercise of the profession Financial wealth manager, you can cause damage to a legal person (company) or natural person (an individual). It is therefore important to be covered by civil liability insurance or RC PRO insurance for the profession of Financial Wealth Manager.
[Liability Insurance for Financial Wealth Manager]
From 15 € per month
Are you a financial wealth manager? Protect your activity with civil liability insurance dedicated to the profession of financial asset manager
Protect your activity against the major risks that may arise during the exercise of the activity of financial wealth manager. You are protected against the damage you cause during the exercise of your activity of financial wealth manager. We find the RC insurance for Financial Wealth Manager that best suits your situation.
Generally, civil liability insurance for the Financial Wealth Manager profession covers both risks (operating and professional).
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