{"id":254944,"date":"2023-03-08T15:37:15","date_gmt":"2023-03-08T14:37:15","guid":{"rendered":"https:\/\/sherpas.com\/blog\/?p=254944"},"modified":"2024-10-01T15:05:18","modified_gmt":"2024-10-01T13:05:18","slug":"gestionnaire-de-patrimoine","status":"publish","type":"post","link":"https:\/\/sherpas.com\/blog\/gestionnaire-de-patrimoine\/","title":{"rendered":"Fiche m\u00e9tier : Gestionnaire de patrimoine \ud83d\udcb0"},"content":{"rendered":"\n<p>Le <strong>gestionnaire de patrimoine<\/strong> exerce un m\u00e9tier du secteur bancaire, des assurances et de la gestion. Pour la faire simple, un gestionnaire de patrimoine est une sorte de <em>banquier priv\u00e9<\/em>. On t\u2019explique \u00e7a plus en d\u00e9tail ! \ud83d\udc47<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/media.giphy.com\/media\/l0amJzVHIAfl7jMDos\/giphy.gif\" alt=\"\"\/><figcaption class=\"wp-element-caption\"><em>C\u2019est parti pour une super fiche m\u00e9tier <\/em>\ud83d\ude01<\/figcaption><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">Pr\u00e9sentation du m\u00e9tier<\/h2>\n\n\n\n<p>Le <strong>gestionnaire de patrimoine<\/strong> est un <strong>expert de l\u2019investissement<\/strong> qui poss\u00e8de de solides <strong>comp\u00e9tences en \u00e9conomie, finance, fiscalit\u00e9, droit et immobilier<\/strong>. \ud83e\ude99<\/p>\n\n\n<section class=\"you-know\">\n                <div class=\"you-know__title\"><p>\ud83d\udca1 Le savais-tu ?<\/p>\n<\/div>\n                        <div class=\"you-know__text\">\n            <p>Dans le jargon professionnel, le gestionnaire de patrimoine est aussi appel\u00e9 <strong>Conseil de gestion de patrimoine<\/strong>, dit CGP.<\/p>\n\n        <\/div>\n              <\/section>\n\n\n<section class=\"relance\">\n        <div >\n                            <a  href=\"https:\/\/sherpas.com\/blog\/guide-orientation\/\">\n                    <div class=\"relance__container\"\n                        >\n                        \n                                                        <picture>\n                            <source srcset=\"https:\/\/adymrxvmro.cloudimg.io\/v7\/sherpas.com\/content\/uploads\/2021\/12\/conseils-dorientation.jpg\" media=\"(min-width: 999px)\">\n                            <source srcset=\"https:\/\/adymrxvmro.cloudimg.io\/v7\/sherpas.com\/content\/uploads\/2021\/12\/conseils-dorientation.jpg\" media=\"(max-width: 999px)\">\n                                <img decoding=\"async\"\n                                    src=\"https:\/\/adymrxvmro.cloudimg.io\/v7\/sherpas.com\/content\/uploads\/2021\/12\/conseils-dorientation.jpg\"\n                                    alt=\"conseils d'orientation\"\n                                >\n                            <\/picture>\n                                                <div class=\"relance__content\">\n                            \n                                <div class=\"relance__title\"> <p>Trouver le m\u00e9tier de tes r\u00eaves, c&#8217;est l&#8217;aboutissement d&#8217;une bonne orientation. Pour \u00eatre s\u00fbr de trouver ta voie, t\u00e9l\u00e9charge sans plus attendre notre guide !<\/p>\n<\/div>\n                                                        <button type=\"button\"\n                                    class=\"relance__button btn btn-white\">\n                                Clique ici\n                            <\/button>\n                        <\/div>\n                    <\/div>\n                <\/a>\n                    <\/div>\n    <\/section>\n\n    \n\n\n<h2 class=\"wp-block-heading\">Gestion de patrimoine : \u00e9tude \ud83d\udcda<\/h2>\n\n\n\n<p>Devenir gestionnaire de patrimoine, \u00e7a ne s\u2019improvise pas puisque le m\u00e9tier impose un certain niveau de connaissances. Il faut envisager <strong>cinq ans de formation post-bac, compl\u00e9t\u00e9e par une exp\u00e9rience professionnelle<\/strong>. \ud83d\udcbb<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Bac +3<\/h3>\n\n\n\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">BUT gestion bancaire ou patrimoniale<\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Bac + 5<\/h3>\n\n\n\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Master : banque, finance, assurance, sciences \u00e9conomiques, gestion du patrimoine\u2026<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Master professionnel : gestion de patrimoine priv\u00e9, management financier<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Dipl\u00f4me de l\u2019emlyon, de Paris School of Business ou de l\u2019INSEEC Business School<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Dipl\u00f4me <a href=\"https:\/\/sherpas.com\/blog\/trouver-ta-voie\/ecoles-etablissements\/fiches\/ecoles-commerce\/\">d\u2019\u00e9cole de commerce ou de gestion<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Dipl\u00f4me d\u2019institut d\u2019\u00e9tudes politiques<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Dipl\u00f4me sup\u00e9rieur de comptabilit\u00e9 et de gestion<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Dipl\u00f4me d\u2019institut d\u2019administration des entreprises<\/span><\/li>\n<\/ul>\n\n\n<section class=\"you-know\">\n                <div class=\"you-know__title\"><\/div>\n                        <div class=\"you-know__text\">\n            <p>\ud83d\udca1 Int\u00e9grer un IEP ou un IAE, pr\u00e9parer des concours d&#8217;\u00e9coles de commerce&#8230; \u00c7a demande beaucoup de travail et de m\u00e9thode. Rien de tel que <a href=\"https:\/\/sherpas.com\/\">l&#8217;aide d&#8217;un Sherpa<\/a> pour atteindre tes objectifs !<\/p>\n\n        <\/div>\n              <\/section>\n\n\n\n<h2 class=\"wp-block-heading\">Quel est le travail d\u2019un gestionnaire de patrimoine ?<\/h2>\n\n\n\n<p>\ud83d\udc49 Dans un premier temps, <strong>tu diagnostiques le montant du patrimoine et des actifs financiers<\/strong> gr\u00e2ce \u00e0 ton \u0153il aiguis\u00e9 ! C\u2019est ce qu\u2019on appelle faire un <strong>bilan patrimonial<\/strong> : tu estimes la valeur d\u2019un bien immobilier par exemple. D\u2019ailleurs, tout le monde au cours de sa vie peut faire appel \u00e0 un expert du domaine, m\u00eame s\u2019il n\u2019est pas fortun\u00e9 ! \ud83d\udcb8<\/p>\n\n\n\n<p>\ud83d\udc49 Dans un second temps, <strong>le gestionnaire propose \u00e0 son client plusieurs possibilit\u00e9s d\u2019investissements ou de placements de mani\u00e8re personnalis\u00e9e et avantageuse<\/strong>. Il peut aussi simplement leur <strong>donner des conseils<\/strong> en gestion de patrimoine (CGP) en faisant attention \u00e0 la situation patrimoniale actuelle et aux besoins futurs de sa client\u00e8le.<\/p>\n\n\n\n<p>\ud83d\udd0e Place \u00e0 <strong>l\u2019analyse<\/strong> ! Tu d\u00e9termines une <strong>strat\u00e9gie de placement financier pour optimiser le patrimoine et les actifs financiers<\/strong> de tes clients. Autrement dit, tu trouves des solutions pour leur faire gagner un maximum d\u2019argent ! \u2795<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/media.giphy.com\/media\/LdOyjZ7io5Msw\/giphy.gif\" alt=\"\"\/><figcaption class=\"wp-element-caption\"><em>Tout pareil !<\/em><\/figcaption><\/figure><\/div>\n\n<section class=\"read-also\">\n    <p class=\"read-also__title\">\u00c0 lire aussi<\/p>\n            <div class=\"read-also__list\">\n            <p>\u2705 T&#8217;as d\u00e9j\u00e0 entendu parler des <a href=\"https:\/\/sherpas.com\/blog\/controleur-de-gestion\/\">contr\u00f4leurs de gestion<\/a> ?<\/p>\n\n        <\/div>\n    <\/section>\n\n\n<section class=\"push \">\n        <div >\n            \n                                                <div class=\"push__container  qcd\" data-target=\"_self\" data-qcd=\"aHR0cHM6Ly9zaGVycGFzLmNvbS9wcm9mZXNzZXVycz9zaWdudXA9dHJ1ZQ==\" data-banner=\"2\" data-name=\"Cours part&amp;#8217; global #1 = CPG1\" style=\"background-color: #F3FBF7\" >\n                                                                        <div class=\"push__teachers\">\n    <div class=\"d-flex justify-content-center d-md-none\">\n        <img decoding=\"async\" class=\"push__logo\" src=\"\/content\/themes\/sherpas-theme\/dist\/images\/logo.svg\" alt=\"Logo Sherpas\">\n    <\/div>\n    <div class=\"swiper\">\n        <div class=\"swiper-wrapper\">\n                                            <div class=\"swiper-slide\">\n                    <div class=\"push__teachers-card\">\n                        <div\n                            class=\"push__teachers-profil\"\n                            \n                            style=\"background-image: url(https:\/\/adymrxvmro.cloudimg.io\/v7\/sherpas.com\/content\/uploads\/2022\/01\/Noemie2x.jpg);\"\n                        >\n                    <\/div>\n                         <p class=\"push__teachers-name\">No\u00e9mie<\/p>                          <p class=\"push__teachers-school\">M2 en droit \u00e0 Assas<\/p>                                                     <div class=\"push__teachers-note\">\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                            <\/div>\n                                                 <p class=\"push__teachers-price\">19\u20ac\/h<\/p>                     <\/div>\n                <\/div>\n                                            <div class=\"swiper-slide\">\n                    <div class=\"push__teachers-card\">\n                        <div\n                            class=\"push__teachers-profil\"\n                            \n                            style=\"background-image: url(https:\/\/adymrxvmro.cloudimg.io\/v7\/sherpas.com\/content\/uploads\/2022\/01\/Bastien2x.jpg);\"\n                        >\n                    <\/div>\n                         <p class=\"push__teachers-name\">Bastien<\/p>                          <p class=\"push__teachers-school\">Polytechnique<\/p>                                                     <div class=\"push__teachers-note\">\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                            <\/div>\n                                                 <p class=\"push__teachers-price\">26\u20ac\/h<\/p>                     <\/div>\n                <\/div>\n                                            <div class=\"swiper-slide\">\n                    <div class=\"push__teachers-card\">\n                        <div\n                            class=\"push__teachers-profil\"\n                            \n                            style=\"background-image: url(https:\/\/adymrxvmro.cloudimg.io\/v7\/sherpas.com\/content\/uploads\/2022\/01\/Emilie2x.jpg);\"\n                        >\n                    <\/div>\n                         <p class=\"push__teachers-name\">Emilie<\/p>                          <p class=\"push__teachers-school\">Sciences Po Lyon<\/p>                                                     <div class=\"push__teachers-note\">\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                            <\/div>\n                                                 <p class=\"push__teachers-price\">19\u20ac\/h<\/p>                     <\/div>\n                <\/div>\n                                            <div class=\"swiper-slide\">\n                    <div class=\"push__teachers-card\">\n                        <div\n                            class=\"push__teachers-profil\"\n                            \n                            style=\"background-image: url(https:\/\/adymrxvmro.cloudimg.io\/v7\/sherpas.com\/content\/uploads\/2022\/01\/Louise2x.png);\"\n                        >\n                    <\/div>\n                         <p class=\"push__teachers-name\">Louise<\/p>                          <p class=\"push__teachers-school\">Mines ParisTech<\/p>                                                     <div class=\"push__teachers-note\">\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                            <\/div>\n                                                 <p class=\"push__teachers-price\">24\u20ac\/h<\/p>                     <\/div>\n                <\/div>\n                                            <div class=\"swiper-slide\">\n                    <div class=\"push__teachers-card\">\n                        <div\n                            class=\"push__teachers-profil\"\n                            \n                            style=\"background-image: url(https:\/\/adymrxvmro.cloudimg.io\/v7\/sherpas.com\/content\/uploads\/2022\/01\/Hugo2x.jpg);\"\n                        >\n                    <\/div>\n                         <p class=\"push__teachers-name\">Hugo<\/p>                          <p class=\"push__teachers-school\">Insa Lyon<\/p>                                                     <div class=\"push__teachers-note\">\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                            <\/div>\n                                                 <p class=\"push__teachers-price\">16\u20ac\/h<\/p>                     <\/div>\n                <\/div>\n                                            <div class=\"swiper-slide\">\n                    <div class=\"push__teachers-card\">\n                        <div\n                            class=\"push__teachers-profil\"\n                            \n                            style=\"background-image: url(https:\/\/adymrxvmro.cloudimg.io\/v7\/sherpas.com\/content\/uploads\/2022\/01\/Pierre2x.png);\"\n                        >\n                    <\/div>\n                         <p class=\"push__teachers-name\">Pierre<\/p>                          <p class=\"push__teachers-school\">ESSEC<\/p>                                                     <div class=\"push__teachers-note\">\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                            <\/div>\n                                                 <p class=\"push__teachers-price\">16\u20ac\/h<\/p>                     <\/div>\n                <\/div>\n                                            <div class=\"swiper-slide\">\n                    <div class=\"push__teachers-card\">\n                        <div\n                            class=\"push__teachers-profil\"\n                            \n                            style=\"background-image: url(https:\/\/adymrxvmro.cloudimg.io\/v7\/sherpas.com\/content\/uploads\/2022\/01\/Sophie2x.png);\"\n                        >\n                    <\/div>\n                         <p class=\"push__teachers-name\">Sophie<\/p>                          <p class=\"push__teachers-school\">Sciences Po Bordeaux<\/p>                                                     <div class=\"push__teachers-note\">\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                            <\/div>\n                                                 <p class=\"push__teachers-price\">12\u20ac\/h<\/p>                     <\/div>\n                <\/div>\n                                            <div class=\"swiper-slide\">\n                    <div class=\"push__teachers-card\">\n                        <div\n                            class=\"push__teachers-profil\"\n                            \n                            style=\"background-image: url(https:\/\/adymrxvmro.cloudimg.io\/v7\/sherpas.com\/content\/uploads\/2022\/01\/Fabien2x.png);\"\n                        >\n                    <\/div>\n                         <p class=\"push__teachers-name\">Fabien<\/p>                          <p class=\"push__teachers-school\">T\u00e9l\u00e9com Paris<\/p>                                                     <div class=\"push__teachers-note\">\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                                    <svg  class=\"active\" >\n                                        <use\n                                            xlink:href=\"\/content\/themes\/sherpas-theme\/dist\/images\/sprite.svg#star\"\/>\n                                    <\/svg>\n                                                            <\/div>\n                                                 <p class=\"push__teachers-price\">20\u20ac\/h<\/p>                     <\/div>\n                <\/div>\n                    <\/div>\n    <\/div>\n<\/div>\n                                                    <div class=\"push__content\">\n                                                            <div  class=\"d-none d-md-block\" >\n                                    <img decoding=\"async\" class=\"push__logo\" src=\"\/content\/themes\/sherpas-theme\/dist\/images\/logo.svg\"\n                                        alt=\"Logo Sherpas\">\n                                <\/div>\n                                                                                        <div class=\"push__title\"><p>Ton premier cours particulier est offert ! <span role=\"img\" aria-label=\"\ud83c\udf81\">\ud83c\udf81<\/span><!-- notionvc: 91b6b7d7-50f2-46f4-ae1f-ecbabe834aad --><\/p>\n<\/div>\n                                                                                        <div class=\"push__text\"><p>Nos profs sont pass\u00e9s par les meilleures \u00e9coles et universit\u00e9s.<!-- notionvc: 21bb66b6-b36d-4ce8-8950-173722d75a1e --><\/p>\n<p>&nbsp;<\/p>\n<\/div>\n                                                        <div class=\"push__promo-button   \">\n                                                                                                    <div\n                                        class=\"btn btn-primary\"\n                                        style=\"color: #ffffff; border-color: ; background-color: \"\n\n                                    >\n                                        J&#8217;EN PROFITE MAINTENANT !\n                                    <\/div>\n                                                            <\/div>\n                                                    <\/div>\n                                    <\/div>\n                                    <\/div>\n    <\/section>\n\n\n\n<h2 class=\"wp-block-heading\">Quel salaire pour un gestionnaire de patrimoine ? \ud83e\udd11<\/h2>\n\n\n\n<p><a href=\"https:\/\/www.onisep.fr\/ressources\/univers-metier\/metiers\/gestionnaire-de-patrimoine\" target=\"_blank\" data-type=\"link\" data-id=\"https:\/\/www.onisep.fr\/ressources\/univers-metier\/metiers\/gestionnaire-de-patrimoine\" rel=\"noreferrer noopener nofollow\">Son salaire<\/a> est d\u2019environ <strong>2 900 \u20ac net par mois<\/strong>. \u00c9videmment, selon tes clients, tes comp\u00e9tences, la formation que tu as suivie, ou bien encore l\u2019entreprise pour laquelle tu travailles, <strong>ton salaire peut largement \u00e9voluer<\/strong>, et plut\u00f4t dans le bon sens si tu vois ce qu\u2019on veut dire ! \ud83d\ude0f<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u00c9volution du m\u00e9tier de gestionnaire de patrimoine \ud83d\udcc8<\/h2>\n\n\n\n<p><strong>Avec de l\u2019exp\u00e9rience<\/strong>, tu peux te retrouver \u00e0 g\u00e9rer le <strong>patrimoine de personnalit\u00e9s et ainsi avoir un plus gros salaire<\/strong> ! Tout b\u00e9n\u00e9f ! Qui sait, peut-\u00eatre que tu auras pour client Elon Musk et que tu devras assurer la gestion de son patrimoine ! \ud83e\udd17<\/p>\n\n\n\n<p>\ud83d\udc49 Et puis, si le m\u00e9tier ne te pla\u00eet plus, tu peux toujours te <strong>reconvertir<\/strong> ! Gr\u00e2ce \u00e0 une formation suppl\u00e9mentaire, tu peux envisager un emploi dans un secteur proche de la notion de gestion de patrimoine : <strong>banque de march\u00e9s, banque d\u2019affaires, marketing<\/strong>\u2026 \ud83c\udfe6<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Comp\u00e9tences et qualit\u00e9s \u2705<\/h2>\n\n\n\n<p>Pour r\u00e9ussir dans le <em>game<\/em> des gestionnaires de patrimoine, tu dois avoir <strong>quelques qualit\u00e9s indispensables<\/strong> ! \u2728<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/media.giphy.com\/media\/LhmNhS0Bo31MbxJt1A\/giphy.gif\" alt=\"\"\/><figcaption class=\"wp-element-caption\"><em>&nbsp;Salut \u00e0 toi jeune entrepreneur<\/em><\/figcaption><\/figure><\/div>\n\n\n<p>\ud83d\udc42 Tout d\u2019abord, c\u2019est un m\u00e9tier qui n\u00e9cessite de l\u2019<strong>empathie<\/strong>. Tu sais <strong>te mettre \u00e0 la place des clients<\/strong>, comprendre rapidement leurs besoins et leur donner le meilleur conseil.<\/p>\n\n\n\n<p>\ud83e\udd1d Tu l\u2019as compris, tu es tout le temps <strong>au contact d\u2019une client\u00e8le <\/strong>! Sors ton plus beau sourire et adopte un <strong>ton commercial<\/strong>. Et qui dit <em>commercial<\/em>, dit aussi convaincre ! Un gestionnaire de patrimoine sait manier comme un chef ses <strong>comp\u00e9tences de n\u00e9gociation<\/strong>. Par ailleurs, il reste tout de m\u00eame <strong>p\u00e9dagogue, pour pouvoir expliciter \u00e0 ses clients ce qu\u2019il fait de leur patrimoine<\/strong>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/media.giphy.com\/media\/j4ksBQ70a3ECh2VObN\/giphy.gif\" alt=\"\"\/><figcaption class=\"wp-element-caption\"><em>La p\u00e9dagogie, \u00e7a permet d\u2019\u00e9viter ce genre de situation avec ton client\u2026<\/em><\/figcaption><\/figure><\/div>\n\n\n<p>\ud83d\udcc9 Si jamais une \u00e9tape de ta gestion de patrimoine se d\u00e9roule mal, tu es capable de <strong>faire preuve de r\u00e9activit\u00e9 et de cr\u00e9ativit\u00e9<\/strong> pour trouver de nouvelles solutions ! \ud83c\udfa8<\/p>\n\n\n\n<p>\ud83d\udcca Les courbes du march\u00e9 et les \u00e9volutions de l\u2019\u00e9conomie, tu as \u00e7a dans le sang ? <strong>Tu aimes comprendre l\u2019actualit\u00e9 \u00e9conomique au niveau national et international ?<\/strong> Tu peux avoir l\u2019assurance que gestionnaire de patrimoine est le m\u00e9tier de ta vie ! On en fait un peu trop ? \ud83d\ude06<\/p>\n\n\n\n<p>Tu dois donc avoir un <strong>excellent bagage technique et ma\u00eetriser comme un chef tous les outils d\u2019analyse<\/strong>. Par ailleurs, petit conseil, garde un \u0153il sur les <strong>nouveaux textes de loi qui conditionnent la gestion de patrimoine et des actifs financiers<\/strong> pour ne pas avoir de mauvaises surprises ! \ud83d\udc40<\/p>\n\n\n\n<p>\u2705 Enfin, dans cet emploi, tu es <strong>organis\u00e9<\/strong> et tu peux <strong>g\u00e9rer plusieurs dossiers<\/strong> \u00e0 la fois avec assurance !<\/p>\n\n\n<section class=\"relance\">\n        <div >\n                            <a href=\"https:\/\/sherpas.com\">\n                    <div class=\"relance__container\"\n                        >\n                        \n                                                        <picture>\n                            <source srcset=\"https:\/\/adymrxvmro.cloudimg.io\/v7\/sherpas.com\/content\/uploads\/2021\/12\/prendre-des-cours-particuliers-scaled.jpg\" media=\"(min-width: 999px)\">\n                            <source srcset=\"https:\/\/adymrxvmro.cloudimg.io\/v7\/sherpas.com\/content\/uploads\/2021\/12\/prendre-des-cours-particuliers-scaled.jpg\" media=\"(max-width: 999px)\">\n                                <img decoding=\"async\"\n                                    src=\"https:\/\/adymrxvmro.cloudimg.io\/v7\/sherpas.com\/content\/uploads\/2021\/12\/prendre-des-cours-particuliers-scaled.jpg\"\n                                    alt=\"prendre des cours particuliers\"\n                                >\n                            <\/picture>\n                                                <div class=\"relance__content\">\n                            \n                                <div class=\"relance__title\"> <p>Si tu veux maximiser tes connaissances en \u00e9conomie et en gestion, tu peux prendre un cours avec l\u2019un de nos profs ! \ud83d\ude4c<\/p>\n<\/div>\n                                                        <button type=\"button\"\n                                    class=\"relance__button btn btn-white\">\n                                Clique ici\n                            <\/button>\n                        <\/div>\n                    <\/div>\n                <\/a>\n                    <\/div>\n    <\/section>\n\n    \n\n<section class=\"read-also\">\n    <p class=\"read-also__title\">\u00c0 lire aussi<\/p>\n            <div class=\"read-also__list\">\n            <p>\u231a G\u00e8re ton temps avec la <a href=\"https:\/\/sherpas.com\/blog\/comment-organiser-sa-journee-de-travail\/\">m\u00e9thode du time management<\/a><\/p>\n\n        <\/div>\n    <\/section>\n\n\n\n<h2 class=\"wp-block-heading\">Avantages et inconv\u00e9nients \u2696\ufe0f<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>\ud83d\udfe2 Les <strong>\u00e9volutions de carri\u00e8re de cet emploi peuvent \u00eatre tr\u00e8s int\u00e9ressantes<\/strong>. \ud83e\udd29<\/p>\n\n\n\n<p>\ud83d\udfe2 L<strong>e salaire attractif est l\u2019un des atouts du m\u00e9tier<\/strong> ! \ud83d\ude09<\/p>\n\n\n\n<p>\ud83d\udfe2 Tu rencontres <strong>des situations vari\u00e9es<\/strong>. Certains clients aiment prendre des risques, d\u2019autres non : les <strong>moyens utilis\u00e9s seront toujours diff\u00e9rents<\/strong> (achat d\u2019actions, de bien immobilier, souscription \u00e0 une assurance vie, investissements, placements financiers\u2026), <strong>m\u00eame si le r\u00e9sultat recherch\u00e9 est le m\u00eame<\/strong> !<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>\ud83d\udd34 C\u2019est un m\u00e9tier qui demande d\u2019\u00eatre sur le qui-vive et qui est <strong>tr\u00e8s prenant<\/strong>. <strong>Additionner les heures sup\u2019 sera ton quotidien. <\/strong>\ud83e\udd71<\/p>\n\n\n\n<p>\ud83d\udd34 Le <strong>secteur de la banque, de la gestion et de l\u2019investissement<\/strong> est un <strong>milieu concurrentiel<\/strong> o\u00f9 il faut parfois serrer des coudes pour faire sa place. \ud83d\udc4a<\/p>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">O\u00f9 peut travailler un gestionnaire de patrimoine ? \ud83c\udfd9\ufe0f<\/h2>\n\n\n\n<p>\ud83c\udfe6 En tant que gestionnaire de patrimoine, tu peux exercer cet emploi dans plusieurs endroits diff\u00e9rents : <strong>banques, compagnies d\u2019assurances, offices notariaux ou en cabinet sp\u00e9cialis\u00e9<\/strong>.<\/p>\n\n\n\n<p>\ud83d\udc49 Mais tu peux aussi avoir la <strong>possibilit\u00e9 d\u2019ouvrir ton propre cabinet et d\u2019\u00eatre en statut lib\u00e9ral<\/strong>, c\u2019est-\u00e0-dire d\u2019\u00eatre libre comme l\u2019air et d\u2019\u00eatre son propre patron ! Dans ce cas, c\u2019est toi qui g\u00e8res tout ! Souvent, les gestionnaires qui se mettent en ind\u00e9pendant sont ceux qui \u00e9taient auparavant salari\u00e9s, et qui ont eu ensuite un joli d\u2019adresse clients qui leur ont permis de se lancer ! On te le souhaite ! \ud83c\udf40<\/p>\n\n\n<section class=\"read-also\">\n    <p class=\"read-also__title\">\u00c0 lire aussi<\/p>\n            <div class=\"read-also__list\">\n            <p>\u2705 <a href=\"https:\/\/sherpas.com\/blog\/account-manager\/\">Account manager<\/a> : un m\u00e9tier au plus pr\u00e8s de la client\u00e8le !<\/p>\n\n        <\/div>\n    <\/section>\n\n\n\n<h2 class=\"wp-block-heading\">Autres m\u00e9tiers du secteur \ud83d\udc47<\/h2>\n\n\n\n<p><strong>Quelques autres id\u00e9es de m\u00e9tiers qui pourraient te plaire<\/strong> :<\/p>\n\n\n\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">conseiller en assurances,<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">\u00e9conom\u00e8tre statisticien,<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">contr\u00f4leur de gestion patrimoniale,<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">gestionnaire de sinistres,<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">analyse investissement\u2026<\/span><\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udca1 <span class=\"underline\" style=\"text-decoration: underline\">Petit conseil<\/span> : Tu peux d\u00e9couvrir d\u2019autres <a href=\"https:\/\/sherpas.com\/blog\/trouver-ta-voie\/metiers\/fiches-secteurs\/\">fiches m\u00e9tiers<\/a> directement sur notre blog ! \ud83d\udcbc<\/p>\n\n\n\n<p>Cette <strong>fiche m\u00e9tier gestionnaire de patrimoine<\/strong> est d\u00e9j\u00e0 termin\u00e9e. On esp\u00e8re de tout c\u0153ur qu\u2019elle t\u2019a permis de t\u2019\u00e9clairer sur ton futur choix d\u2019orientation ! \ud83e\udded<\/p>\n\n\n<div class=\"kk-star-ratings kksr-auto kksr-align-center kksr-valign-bottom\"\n    data-payload='{&quot;align&quot;:&quot;center&quot;,&quot;id&quot;:&quot;254944&quot;,&quot;slug&quot;:&quot;default&quot;,&quot;valign&quot;:&quot;bottom&quot;,&quot;ignore&quot;:&quot;&quot;,&quot;reference&quot;:&quot;auto&quot;,&quot;class&quot;:&quot;&quot;,&quot;count&quot;:&quot;4&quot;,&quot;legendonly&quot;:&quot;&quot;,&quot;readonly&quot;:&quot;&quot;,&quot;score&quot;:&quot;5&quot;,&quot;starsonly&quot;:&quot;&quot;,&quot;best&quot;:&quot;5&quot;,&quot;gap&quot;:&quot;5&quot;,&quot;greet&quot;:&quot;Tu as aim\u00e9 cet article ?&quot;,&quot;legend&quot;:&quot;5\\\/5 - (4 votes)&quot;,&quot;size&quot;:&quot;24&quot;,&quot;title&quot;:&quot;Fiche m\u00e9tier : Gestionnaire de patrimoine \ud83d\udcb0&quot;,&quot;width&quot;:&quot;142.5&quot;,&quot;_legend&quot;:&quot;{score}\\\/{best} - ({count} {votes})&quot;,&quot;font_factor&quot;:&quot;1.25&quot;}'>\n            \n<div class=\"kksr-stars\">\n    \n<div class=\"kksr-stars-inactive\">\n            <div class=\"kksr-star\" data-star=\"1\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"2\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"3\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"4\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"5\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n    <\/div>\n    \n<div class=\"kksr-stars-active\" style=\"width: 142.5px;\">\n            <div class=\"kksr-star\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 5px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n    <\/div>\n<\/div>\n                \n\n<div class=\"kksr-legend\" style=\"font-size: 19.2px;\">\n            5\/5 - (4 votes)    <\/div>\n    <\/div>\n","protected":false},"excerpt":{"rendered":"<p>Le gestionnaire de patrimoine exerce un m\u00e9tier du secteur bancaire, des assurances et de la gestion. Pour la (&#8230;)<\/p>\n","protected":false},"author":316,"featured_media":255070,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"category":[135,870],"tag":[323],"class_list":["post-254944","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-trouver-sa-voie","category-metiers","tag-fiche-metier"],"acf":[],"_links":{"self":[{"href":"https:\/\/sherpas.com\/blog\/wp-json\/wp\/v2\/posts\/254944","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sherpas.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sherpas.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sherpas.com\/blog\/wp-json\/wp\/v2\/users\/316"}],"replies":[{"embeddable":true,"href":"https:\/\/sherpas.com\/blog\/wp-json\/wp\/v2\/comments?post=254944"}],"version-history":[{"count":0,"href":"https:\/\/sherpas.com\/blog\/wp-json\/wp\/v2\/posts\/254944\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sherpas.com\/blog\/wp-json\/wp\/v2\/media\/255070"}],"wp:attachment":[{"href":"https:\/\/sherpas.com\/blog\/wp-json\/wp\/v2\/media?parent=254944"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sherpas.com\/blog\/wp-json\/wp\/v2\/category?post=254944"},{"taxonomy":"tag","embeddable":true,"href":"https:\/\/sherpas.com\/blog\/wp-json\/wp\/v2\/tag?post=254944"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}