{"id":7580,"date":"2022-06-28T16:02:09","date_gmt":"2022-06-28T14:02:09","guid":{"rendered":"https:\/\/isga.ma\/isga\/?p=7580"},"modified":"2022-08-03T18:54:49","modified_gmt":"2022-08-03T16:54:49","slug":"fiche-metier-gestionnaire-de-patrimoine","status":"publish","type":"post","link":"https:\/\/isga.ma\/isga\/fiche-metier-gestionnaire-de-patrimoine\/","title":{"rendered":"Fiche M\u00e9tier Gestionnaire de patrimoine"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00a0\u00bb1&Prime; fullwidth=\u00a0\u00bbon\u00a0\u00bb module_class=\u00a0\u00bbde-inner-page-header\u00a0\u00bb _builder_version=\u00a0\u00bb4.9.7&Prime; background_color=\u00a0\u00bbrgba(6,22,47,0.6)\u00a0\u00bb background_enable_color=\u00a0\u00bboff\u00a0\u00bb background_image=\u00a0\u00bbhttps:\/\/isga.ma\/isga\/wp-content\/uploads\/2021\/10\/IMG_8962-Modifier.jpg\u00a0\u00bb parallax=\u00a0\u00bbon\u00a0\u00bb][et_pb_fullwidth_post_title meta=\u00a0\u00bboff\u00a0\u00bb featured_image=\u00a0\u00bboff\u00a0\u00bb text_color=\u00a0\u00bblight\u00a0\u00bb admin_label=\u00a0\u00bbPage Title\u00a0\u00bb _builder_version=\u00a0\u00bb4.4.1&Prime; title_font=\u00a0\u00bb|300|||||||\u00a0\u00bb title_font_size=\u00a0\u00bb60px\u00a0\u00bb parallax=\u00a0\u00bbon\u00a0\u00bb parallax_method=\u00a0\u00bboff\u00a0\u00bb title_font_size_tablet=\u00a0\u00bb50px\u00a0\u00bb title_font_size_phone=\u00a0\u00bb40px\u00a0\u00bb title_font_size_last_edited=\u00a0\u00bbon|phone\u00a0\u00bb parallax_effect=\u00a0\u00bbon\u00a0\u00bb border_style=\u00a0\u00bbsolid\u00a0\u00bb][\/et_pb_fullwidth_post_title][\/et_pb_section][et_pb_section fb_built=\u00a0\u00bb1&Prime; admin_label=\u00a0\u00bbsection\u00a0\u00bb module_id=\u00a0\u00bbcourse-overview\u00a0\u00bb _builder_version=\u00a0\u00bb4.9.7&Prime; background_enable_color=\u00a0\u00bboff\u00a0\u00bb custom_css_main_element=\u00a0\u00bb box-shadow: 0px 0px 30px rgba(0, 0, 0, 0.2);\u00a0\u00bb transparent_background=\u00a0\u00bboff\u00a0\u00bb make_fullwidth=\u00a0\u00bboff\u00a0\u00bb use_custom_width=\u00a0\u00bboff\u00a0\u00bb width_unit=\u00a0\u00bbon\u00a0\u00bb][et_pb_row _builder_version=\u00a0\u00bb4.9.7&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb][et_pb_column type=\u00a0\u00bb4_4&Prime; _builder_version=\u00a0\u00bb4.9.7&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb][et_pb_text admin_label=\u00a0\u00bbTitre 1&Prime; module_class=\u00a0\u00bbde-special-heading\u00a0\u00bb _builder_version=\u00a0\u00bb4.9.7&Prime; header_2_font=\u00a0\u00bb|600||on|||||\u00a0\u00bb header_2_font_size=\u00a0\u00bb50px\u00a0\u00bb header_2_letter_spacing=\u00a0\u00bb2px\u00a0\u00bb header_3_font=\u00a0\u00bb|300||on|||||\u00a0\u00bb header_3_text_color=\u00a0\u00bb#000000&Prime; header_3_font_size=\u00a0\u00bb40px\u00a0\u00bb header_3_letter_spacing=\u00a0\u00bb1px\u00a0\u00bb background_size=\u00a0\u00bbinitial\u00a0\u00bb background_position=\u00a0\u00bbtop_left\u00a0\u00bb background_repeat=\u00a0\u00bbrepeat\u00a0\u00bb header_2_font_size_tablet=\u00a0\u00bb40px\u00a0\u00bb header_2_font_size_phone=\u00a0\u00bb30px\u00a0\u00bb header_2_font_size_last_edited=\u00a0\u00bbon|desktop\u00a0\u00bb header_3_font_size_tablet=\u00a0\u00bb30px\u00a0\u00bb header_3_font_size_phone=\u00a0\u00bb20px\u00a0\u00bb header_3_font_size_last_edited=\u00a0\u00bbon|desktop\u00a0\u00bb]<\/p>\n<h1 style=\"text-align: left;\">Connaissez-vous ces missions principales  ? Les qualit\u00e9s requises pour exercer ce m\u00e9tier ? Ainsi que les tendances et facteurs d&rsquo;\u00e9volution du m\u00e9tier ?<\/h1>\n<h2 style=\"text-align: left;\">On vous dit tout dans cette fiche m\u00e9tier !<\/h2>\n<p>[\/et_pb_text][et_pb_blurb icon_placement=\u00a0\u00bbleft\u00a0\u00bb admin_label=\u00a0\u00bbOverview Content 1&Prime; _builder_version=\u00a0\u00bb4.9.7&Prime; header_font=\u00a0\u00bbRaleway|700|||||||\u00a0\u00bb header_text_align=\u00a0\u00bbleft\u00a0\u00bb header_text_color=\u00a0\u00bb#1c9576&Prime; header_font_size=\u00a0\u00bb21px\u00a0\u00bb body_font=\u00a0\u00bbSource Sans Pro||||||||\u00a0\u00bb body_text_align=\u00a0\u00bbleft\u00a0\u00bb body_text_color=\u00a0\u00bb#555556&Prime; body_font_size=\u00a0\u00bb18.75px\u00a0\u00bb background_size=\u00a0\u00bbinitial\u00a0\u00bb background_position=\u00a0\u00bbtop_left\u00a0\u00bb background_repeat=\u00a0\u00bbrepeat\u00a0\u00bb custom_margin=\u00a0\u00bb|10%|||false|false\u00a0\u00bb hover_enabled=\u00a0\u00bb0&Prime; custom_css_blurb_content=\u00a0\u00bb max-width: 100%;\u00a0\u00bb use_border_color=\u00a0\u00bboff\u00a0\u00bb border_color=\u00a0\u00bb#ffffff\u00a0\u00bb border_style=\u00a0\u00bbsolid\u00a0\u00bb sticky_enabled=\u00a0\u00bb0&Prime;]Il g\u00e8re le portefeuille de ses clients, qu\u2019ils soient particuliers ou professionnels. Le gestionnaire de patrimoine propose des investissements, des protections juridiques et sociales adapt\u00e9s au contexte et aux objectifs de sa client\u00e8le pour lui construire un avenir financier solide et le prot\u00e9ger des al\u00e9as socio-\u00e9conomiques.[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=\u00a0\u00bb4.9.7&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb][et_pb_column type=\u00a0\u00bb4_4&Prime; _builder_version=\u00a0\u00bb4.9.7&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb][et_pb_blurb title=\u00a0\u00bbPr\u00e9sentation et missions principales du gestionnaire de patrimoine\u00a0\u00bb icon_placement=\u00a0\u00bbleft\u00a0\u00bb admin_label=\u00a0\u00bbOverview Content 1&Prime; _builder_version=\u00a0\u00bb4.9.7&Prime; header_font=\u00a0\u00bbRaleway|700|||||||\u00a0\u00bb header_text_align=\u00a0\u00bbleft\u00a0\u00bb header_text_color=\u00a0\u00bb#1c9576&Prime; header_font_size=\u00a0\u00bb21px\u00a0\u00bb body_font=\u00a0\u00bbSource Sans Pro||||||||\u00a0\u00bb body_text_align=\u00a0\u00bbleft\u00a0\u00bb body_text_color=\u00a0\u00bb#555556&Prime; body_font_size=\u00a0\u00bb18.75px\u00a0\u00bb background_size=\u00a0\u00bbinitial\u00a0\u00bb background_position=\u00a0\u00bbtop_left\u00a0\u00bb background_repeat=\u00a0\u00bbrepeat\u00a0\u00bb custom_margin=\u00a0\u00bb|10%|||false|false\u00a0\u00bb hover_enabled=\u00a0\u00bb0&Prime; custom_css_blurb_content=\u00a0\u00bb max-width: 100%;\u00a0\u00bb use_border_color=\u00a0\u00bboff\u00a0\u00bb border_color=\u00a0\u00bb#ffffff\u00a0\u00bb border_style=\u00a0\u00bbsolid\u00a0\u00bb sticky_enabled=\u00a0\u00bb0&Prime;]On le nomme aussi conseiller en patrimoine. Il travaille pour le compte d\u2019un \u00e9tablissement patrimonial, bancaire ou pour une compagnie d\u2019assurance. Il peut aussi \u0153uvrer en tant qu\u2019ind\u00e9pendant multimarques.<br \/>\nSa vocation est d\u2019optimiser l\u2019imposition tout en d\u00e9veloppant le patrimoine de la client\u00e8le.<br \/>\nLe gestionnaire de patrimoine propose des solutions vari\u00e9es :<\/p>\n<ul>\n<li>Assurances vie<\/li>\n<li>Assurances pr\u00e9voyance<\/li>\n<li>Compl\u00e9mentaires retraite<\/li>\n<li>Placements<\/li>\n<li>Investissements immobiliers pour la d\u00e9fiscalisation\u2026<\/li>\n<\/ul>\n<p>Le point de d\u00e9part de son travail est l\u2019\u00e9tude de la situation de son client : le contexte financier, les objectifs, les contraintes, les risques, les opportunit\u00e9s, les enjeux\u2026<br \/>\nEn fonction de l\u2019analyse des donn\u00e9es r\u00e9colt\u00e9es, le gestionnaire de patrimoine est en mesure de proposer des investissements et des solutions de couverture adapt\u00e9s. Il d\u00e9termine une strat\u00e9gie de placements pour prot\u00e9ger, s\u00e9curiser et accro\u00eetre le patrimoine de la client\u00e8le.<br \/>\nIl se charge de mettre en place des actions financi\u00e8res et de les suivre. Il doit rendre des comptes \u00e0 ses clients sur l\u2019\u00e9volution des placements en cours.<br \/>\nLe gestionnaire de patrimoine doit prendre en compte les changements de situation de ses clients et y r\u00e9pondre avec justesse. Il est toujours \u00e0 l\u2019aff\u00fbt des meilleures op\u00e9rations pour faire fructifier le patrimoine de sa client\u00e8le. [\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=\u00a0\u00bb1&Prime; admin_label=\u00a0\u00bbsection\u00a0\u00bb module_id=\u00a0\u00bbcourse-overview\u00a0\u00bb _builder_version=\u00a0\u00bb4.9.7&Prime; background_enable_color=\u00a0\u00bboff\u00a0\u00bb custom_css_main_element=\u00a0\u00bb box-shadow: 0px 0px 30px rgba(0, 0, 0, 0.2);\u00a0\u00bb transparent_background=\u00a0\u00bboff\u00a0\u00bb make_fullwidth=\u00a0\u00bboff\u00a0\u00bb use_custom_width=\u00a0\u00bboff\u00a0\u00bb width_unit=\u00a0\u00bbon\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb collapsed=\u00a0\u00bboff\u00a0\u00bb][et_pb_row column_structure=\u00a0\u00bb1_2,1_2&Prime; _builder_version=\u00a0\u00bb4.9.7&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb][et_pb_column type=\u00a0\u00bb1_2&Prime; _builder_version=\u00a0\u00bb4.9.7&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb][et_pb_blurb title=\u00a0\u00bbComp\u00e9tences et qualit\u00e9s du m\u00e9tier de gestionnaire de patrimoine\u00a0\u00bb icon_placement=\u00a0\u00bbleft\u00a0\u00bb admin_label=\u00a0\u00bbOverview Content 1&Prime; _builder_version=\u00a0\u00bb4.9.7&Prime; header_font=\u00a0\u00bbRaleway|700|||||||\u00a0\u00bb header_text_align=\u00a0\u00bbleft\u00a0\u00bb header_text_color=\u00a0\u00bb#1c9576&Prime; header_font_size=\u00a0\u00bb21px\u00a0\u00bb body_font=\u00a0\u00bbSource Sans Pro||||||||\u00a0\u00bb body_text_align=\u00a0\u00bbleft\u00a0\u00bb body_text_color=\u00a0\u00bb#555556&Prime; body_font_size=\u00a0\u00bb18.75px\u00a0\u00bb background_size=\u00a0\u00bbinitial\u00a0\u00bb background_position=\u00a0\u00bbtop_left\u00a0\u00bb background_repeat=\u00a0\u00bbrepeat\u00a0\u00bb custom_margin=\u00a0\u00bb|10%|||false|false\u00a0\u00bb hover_enabled=\u00a0\u00bb0&Prime; custom_css_blurb_content=\u00a0\u00bb max-width: 100%;\u00a0\u00bb use_border_color=\u00a0\u00bboff\u00a0\u00bb border_color=\u00a0\u00bb#ffffff\u00a0\u00bb border_style=\u00a0\u00bbsolid\u00a0\u00bb sticky_enabled=\u00a0\u00bb0&Prime;]Sp\u00e9cialiste de l\u2019investissement et de la protection financi\u00e8re sur-mesure, le gestionnaire de patrimoine a de grandes capacit\u00e9s en ing\u00e9nierie patrimoniale, en \u00e9conomie, en finance, en fiscalit\u00e9 et en droit.<br \/>\nIl est aussi un excellent commercial. C\u2019est n\u00e9cessaire car il lui faut r\u00e9guli\u00e8rement conqu\u00e9rir de nouveaux clients et argumenter pour convaincre. Sa capacit\u00e9 d\u2019\u00e9coute est importante et sa capacit\u00e9 \u00e0 transformer les informations r\u00e9colt\u00e9es en solutions efficaces est un gage de succ\u00e8s.<br \/>\nSociable et passe partout, il sait s\u2019adapter \u00e0 des interlocuteurs diff\u00e9rents. Il est capable d\u2019expliquer des op\u00e9rations complexes avec simplicit\u00e9 et p\u00e9dagogie. Il cerne tr\u00e8s vite les attentes de ses clients. Il passe beaucoup de temps \u00e0 les interroger pour bien les comprendre (types de placements, options, objectifs\u2026)<br \/>\nIl aime \u00e9videmment les chiffres et trouver des pistes d\u2019optimisation financi\u00e8re. Il joue un r\u00f4le de conseiller et de gestionnaire tout \u00e0 la fois. Sa fiabilit\u00e9 est une condition essentielle \u00e0 la conclusion de ses affaires. Scrupuleux, il ne laisse aucune donn\u00e9e au hasard. La rigueur est incontournable pour le m\u00e9tier. L\u2019autonomie aussi, puisque le gestionnaire de patrimoine g\u00e8re son planning et le d\u00e9veloppement de son activit\u00e9. Il surveille de pr\u00e8s les \u00e9volutions juridiques et fiscales pour informer ses clients des changements et revoir sa strat\u00e9gie patrimoniale.<br \/>\n[\/et_pb_blurb][\/et_pb_column][et_pb_column type=\u00a0\u00bb1_2&Prime; _builder_version=\u00a0\u00bb4.9.7&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb][et_pb_blurb title=\u00a0\u00bbTendances et facteurs d&rsquo;\u00e9volution du m\u00e9tier de gestionnaire de patrimoine\u00a0\u00bb icon_placement=\u00a0\u00bbleft\u00a0\u00bb admin_label=\u00a0\u00bbOverview Content 1&Prime; _builder_version=\u00a0\u00bb4.9.7&Prime; header_font=\u00a0\u00bbRaleway|700|||||||\u00a0\u00bb header_text_align=\u00a0\u00bbleft\u00a0\u00bb header_text_color=\u00a0\u00bb#1c9576&Prime; header_font_size=\u00a0\u00bb21px\u00a0\u00bb body_font=\u00a0\u00bbSource Sans Pro||||||||\u00a0\u00bb body_text_align=\u00a0\u00bbleft\u00a0\u00bb body_text_color=\u00a0\u00bb#555556&Prime; body_font_size=\u00a0\u00bb18.75px\u00a0\u00bb background_size=\u00a0\u00bbinitial\u00a0\u00bb background_position=\u00a0\u00bbtop_left\u00a0\u00bb background_repeat=\u00a0\u00bbrepeat\u00a0\u00bb custom_margin=\u00a0\u00bb|10%|||false|false\u00a0\u00bb hover_enabled=\u00a0\u00bb0&Prime; custom_css_blurb_content=\u00a0\u00bb max-width: 100%;\u00a0\u00bb use_border_color=\u00a0\u00bboff\u00a0\u00bb border_color=\u00a0\u00bb#ffffff\u00a0\u00bb border_style=\u00a0\u00bbsolid\u00a0\u00bb sticky_enabled=\u00a0\u00bb0&Prime;]L\u2019\u00e9largissement de son portefeuille client d\u00e9pend de l\u2019intensit\u00e9 et du succ\u00e8s de ses actions. Il pourra prendre la responsabilit\u00e9 des grands comptes s\u2019il a fait ses preuves. Cr\u00e9er sa propre soci\u00e9t\u00e9 de gestion patrimoniale est envisageable, ou encore piloter une \u00e9quipe de \u00ab GesPat \u00bb au sein d\u2019une structure. [\/et_pb_blurb][et_pb_testimonial admin_label=\u00a0\u00bbaxe1&Prime; _builder_version=\u00a0\u00bb4.9.7&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb hover_enabled=\u00a0\u00bb0&Prime; sticky_enabled=\u00a0\u00bb0&Prime;]<\/p>\n<p><strong>Garantir la protection et l\u2019optimisation d\u2019un patrimoine est une mission qui a du sens. Le secteur \u00e9volue beaucoup et la concurrence fait monter d\u2019un cran le besoin de performance dans le m\u00e9tier.<br \/>\nLe gestionnaire de patrimoine mobilise de nombreuses comp\u00e9tences et qualit\u00e9s, il intervient sur des sujets multiples (transmission, immobilier, protection\u2026). Il construit pour ses clients un avenir financier robuste, g\u00e9n\u00e9rateur de gains.<br \/>\n<\/strong> <\/p>\n<p>[\/et_pb_testimonial][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=\u00a0\u00bb1&Prime; _builder_version=\u00a0\u00bb4.9.7&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb background_color=\u00a0\u00bb#1c9576&Prime; locked=\u00a0\u00bboff\u00a0\u00bb collapsed=\u00a0\u00bboff\u00a0\u00bb][et_pb_row admin_label=\u00a0\u00bbrow\u00a0\u00bb _builder_version=\u00a0\u00bb4.9.7&Prime; background_size=\u00a0\u00bbinitial\u00a0\u00bb background_position=\u00a0\u00bbtop_left\u00a0\u00bb background_repeat=\u00a0\u00bbrepeat\u00a0\u00bb make_fullwidth=\u00a0\u00bboff\u00a0\u00bb use_custom_width=\u00a0\u00bboff\u00a0\u00bb width_unit=\u00a0\u00bbon\u00a0\u00bb][et_pb_column type=\u00a0\u00bb4_4&Prime; _builder_version=\u00a0\u00bb4.9.7&Prime; custom_padding=\u00a0\u00bb|||\u00a0\u00bb custom_padding__hover=\u00a0\u00bb|||\u00a0\u00bb][et_pb_cta title=\u00a0\u00bbPour faire ce m\u00e9tier l\u2019\u00e9tudiant doit s\u2019inscrire \u00e0 l\u2019ISGA dans la fili\u00e8re \u201cSyst\u00e8me d\u2019Information et Management d\u2019Entreprise\u201d, option \u201c Syst\u00e8me d\u2019Information et G\u00e9nie Financier\u201d\u00a0\u00bb button_url=\u00a0\u00bbhttps:\/\/isga.ma\/isga\/management-cursus-et-specialisations\/#mancursusup\u00a0\u00bb url_new_window=\u00a0\u00bbon\u00a0\u00bb button_text=\u00a0\u00bbEn savoir plus\u00a0\u00bb _builder_version=\u00a0\u00bb4.9.7&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb background_color=\u00a0\u00bb#1c9576&Prime; hover_enabled=\u00a0\u00bb0&Prime; sticky_enabled=\u00a0\u00bb0&Prime;][\/et_pb_cta][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Il g\u00e8re le portefeuille de ses clients, qu\u2019ils soient particuliers ou professionnels. Le gestionnaire de patrimoine propose des investissements, des protections juridiques et sociales adapt\u00e9s au contexte et aux objectifs de sa client\u00e8le pour lui construire un avenir financier solide et le prot\u00e9ger des al\u00e9as socio-\u00e9conomiques.<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","footnotes":""},"categories":[68],"tags":[],"class_list":["post-7580","post","type-post","status-publish","format-standard","hentry","category-finance-comptabilite-controle"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Fiche M\u00e9tier Gestionnaire de patrimoine - ISGA Institut Sup\u00e9rieur d&#039;Ing\u00e9nierie &amp; des Affaires<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Fiche M\u00e9tier Gestionnaire de patrimoine - ISGA Institut Sup\u00e9rieur d&#039;Ing\u00e9nierie &amp; des Affaires\" \/>\n<meta property=\"og:description\" content=\"Il g\u00e8re le portefeuille de ses clients, qu\u2019ils soient particuliers ou professionnels. 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