Insurance Counselor at DaVita providing education on health insurance options and supporting patients. Requires travel to multiple clinics and a minimum of 1 year healthcare experience.
About the role
- Conseiller en gestion de patrimoine analyzant des portefeuilles clients et proposant des solutions adaptées. L'entreprise est ASTORIA FINANCE, spécialisée en Gestion de Patrimoine.
Responsibilities
- Conduct a comprehensive analysis of clients' assets and financial situation
- Oversee the monitoring, management, growth, and retention of a dedicated client portfolio
- Recommend products tailored to clients' needs
- Ensure alignment between asset allocation and clients' risk profiles
- Participate in rebalancing and arbitrage campaigns
- Attend meetings and take part in various commercial/sales challenges.
Requirements
- Master's degree (Bac+5) or equivalent
- Proven experience (minimum 5 years) in Wealth Management
Benefits
- 50% of public transportation costs covered
- Company health insurance (mutuelle)
- Meal vouchers
- Gift vouchers
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