Wealth Strategy Advisor — Financial & Real Estate Assets

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🕒 March 19

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DSConsulting - Groupe DS

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2020

🤝 B2B

💸 Finance

🏠 Real Estate

B2B • Finance • Real Estate

DSConsulting - Groupe DS is a French advisory group that supports company leaders and organizations in making high-stakes strategic, governance, patrimonial and real-estate decisions. The group combines four integrated poles—strategy & governance (DSConsulting), human-capital expertise and training (DSExpertise), patrimonial/family-office structuring (DSPatrimoine), and real-estate valuation & structuring (DSImmo)—to act as a third-party that structures decisions, secures execution and prepares transmission or cession. DSConsulting focuses on B2B advisory for executives, emphasizing methodical, multi-disciplinary analysis of strategic, human, financial and immovable assets to produce durable, risk-aware decisions.

📋 Description

• Support individuals and business leaders in defining, analyzing and implementing their wealth strategy • Integrate financial (movable) and real estate dimensions in a coherent manner • Provide a transversal and strategic assessment of clients' wealth • Mobilize, when necessary, Groupe DS internal expertise to build tailored solutions

🎯 Requirements

• Strong interest in comprehensive wealth strategy (financial and real estate) • Ability to analyze a client’s overall wealth situation (personal and professional) • Advisory approach: attentive listening, clear explanation, client-focused mindset • Rigor, ethics and adherence to regulatory frameworks • Ability to work collaboratively • Autonomy in organizing your activity (independent contractor status) • Experienced profiles in wealth management, banking, insurance, real estate or consulting are valued • Motivated entry-level candidates accepted, subject to a genuine commitment to the group’s training and methodology

🏖️ Benefits

• A structured ecosystem built around four complementary pillars • Collective intelligence and genuine synergies • High-end professional tools provided, with no personal investment required • Access to BIG HARVEST and real estate tools (LaBoiteImmo) • Immediate credibility and secure referrals • Certified internal training organization, clear methodology and continuous skills development • Full autonomy with group tools and support, without bureaucracy or a rigid model