CA
Advisor for economic development supporting project holders with funding applications within CMA Auvergne - Rhône - Alpes. Focused on local artisans and business growth in the region.
About the role
- Wealth Management Advisor providing financial solutions and optimizing wealth for clients in Paris. Close relationships with clients, focusing on financial planning and asset management.
Responsibilities
- Conseiller et vendre des solutions patrimoniales et immobilières
- Développer une relation de proximité avec la clientèle
- Participer à l'optimisation de la fiscalité et de la préparation à la retraite
Requirements
- Formation commerciale ou financière
- Expérience réussie dans le milieu de la banque/assurances/finances
- Connaissance du tissu économique
- Capacité à développer une clientèle
- Autonomie de fonctionnement
Benefits
- Autonomie dans la gestion de l'activité quotidienne
- Accompagnement d'un grand groupe (commercial, marketing, juridique...)
- Accès à une large gamme de produits (retraite, assurance vie, prévoyance...)
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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