"conseiller patrimonial"

English translation: asset consultant

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)

French term or phrase:	"conseiller patrimonial"
English translation:	asset consultant
Entered by:	laurahuang

12:02 Mar 28, 2004

French to English translations [PRO]
Law/Patents - Finance (general)

French term or phrase: "conseiller patrimonial"

how to translate this term ? This is a position in a bank.

laura

asset consultant

Explanation:
or property management consultant

Both get many Google hits and are easily understood.

Selected response from:

Melanie Nassar
United States
Local time: 21:03

Grading comment

I think this one is the most suitable. Thanks.
4 KudoZ points were awarded for this answer

Summary of answers provided

5 +1

financial adviser

Jane Lamb-Ruiz (X)

4 +1

assets counselor

swisstell

3 +2

asset consultant

Melanie Nassar

estate planner (usually for $1 million or more)

RHELLER

Answers

10 mins confidence:

peer agreement (net): +1

assets counselor

Explanation:
more usual is > investment counselor

PS: your language pair should be French to English

swisstell
Italy
Local time: 20:03
Specializes in field
Native speaker of: German
PRO pts in category: 65

15 mins confidence:

peer agreement (net): +2

conseiller patrimonial

asset consultant

Explanation:
or property management consultant

Both get many Google hits and are easily understood.

Melanie Nassar
United States
Local time: 21:03
Native speaker of: English
PRO pts in category: 4

Grading comment

I think this one is the most suitable. Thanks.

4 hrs confidence:

peer agreement (net): +1

financial adviser

Explanation:
is how I would say it...in any case,it's NOT councillor or any variation of that word!

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Note added at 4 hrs 15 mins (2004-03-28 16:18:46 GMT)
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nor is it consultant

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Note added at 4 hrs 17 mins (2004-03-28 16:20:08 GMT)
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expected to increase their hiring of personal financial advisors. Numerous banks
are now entering the securities brokerage and investment banking fields and ...
www.bls.gov/oco/ocos259.htm - 40k - Mar 27, 2004 - Cached - Similar pages

Information & Tools | Investing | Personal Banking | HSBC Bank USA
... Just use this convenient directory to contact your HSBC Brokerage Financial Advisor,
your local liaison to our worldwide financial services, resources and ...
us.hsbc.com/personal/invest/tools/advisors.asp - 29k - Cached - Similar pages

Financial Advisor, Finance & Banking industry
... Financial Advisor, Finance & Banking industry. Date: 4/10/2003 Time:
4:37:44 PM Remote Name: 129.2.88.52 Remote User: Comments. Job ...
www.rhsmith.umd.edu:8001/alumnidiscussion/ _disc1/0000003e.htm - 4k - Cached - Similar pages

American Express ONE Financial Account
... Financial advice—access to an American Express financial advisor to address ... Consolidated
statements—monthly summaries of your investment, banking, and Card ...
finance.americanexpress.com/sif/ cda/page/0,1641,15192,00.asp - 41k - Cached - Similar pages

CSFB - Investment Banking - Industry Expertise - Energy - Chemical
... Financial Advisor to Union Carbide on its $11.6 billion merger with Dow Chemical. ... Financial
Advisor to Hoechst on its $2.8 billion demerger of Celanese. ...
www.csfb.com/investment_banking/ industry/chemical.shtml - 44k - Mar 27, 2004 - Cached - Similar pages

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Note added at 4 hrs 18 mins (2004-03-28 16:21:31 GMT)
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OR

personal wealth advisor also

it depends on whether it\'s very ladeeddah or not

Home > Personal Banking > Investments & Wealth Management > Private
Wealth Advisors. Private Wealth Advisors, Private Wealth Advisors ...
www.southtrust.com/st/PersonalBanking/Investments_WealthMan... PrivateWealth/ - 46k - Cached - Similar pages

Jane Lamb-Ruiz (X)
Specializes in field
Native speaker of:

English,

Portuguese
PRO pts in category: 763

4 hrs confidence:

conseiller patrimonial estate planner (usually for $1 million or more)

Explanation:
Union Bank of California - Estate Planner
Estate planning can be a very important aspect of preserving your wealth for future generations. With the top estate tax rate currently ...
www.uboc.com/wealth/main/0,,2485_3163,00.html

Estate Planner
Estate Planner. Estate planners specialize in the management of assets to minimize estate taxes and maximize benefits to heirs. ... Accredited Estate Planner (AEP). ...
www.aimr.com/investorservices/EstatePlanner.html

RHELLER
United States
Local time: 12:03
Native speaker of:

English
PRO pts in category: 16

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English translation: asset consultant

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English translation: asset consultant

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