Wealth Management Advisor providing financial solutions and optimizing wealth for clients in Paris. Close relationships with clients, focusing on financial planning and asset management.
About the role
- Conseiller en Gestion de Patrimoine pour un cabinet de conseil. Expert dans la vente de solutions patrimoniales et immobilières à des clients particuliers et professionnels.
Responsibilities
- Advise on wealth planning and real estate solutions
- Build and maintain close relationships with clients
- Independently manage commercial/business development activities
Requirements
- Degree in business or finance (or equivalent)
- Proven field sales experience with a successful track record
- Knowledge of the banking, insurance and finance sectors
- Ability to develop and grow a client portfolio
Benefits
- Autonomy in working methods
- Sales and commercial support
- Marketing tools
- Legal support
- Direct client proximity and engagement
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Conseiller en gestion de patrimoine au sein d'une entreprise spécialisée en fiscalité et succession. Vendre des produits patrimoniaux à des clients particuliers et professionnels.
Conseiller stratégique, communication corporative chez Pharmascience. Développer des stratégies pour engager les employés et renforcer la visibilité de l’entreprise.
Military and Family Life Counselor providing behavioral health services to military families in short - term assignments. Requires a Master's degree and adaptability to varying conditions.
Counselor assessing eligibility for financial assistance programs for uninsured patients. Conducts outreach, enrollment, and provides support while maintaining accurate patient documentation.
Financial Counselor advising patients on payment for hospital services at Kent Hospital. Acting as a resource for staff regarding financial policies and assisting in payment arrangements.
Conseiller Commercial automobile pour développer la clientèle en respectant les objectifs de vente. Travaillant dans un environnement collaboratif au sein du groupe Team Colin, représentant Toyota.
Conseiller Commercial automobile pour le Groupe TEAM COLIN, développant la clientèle avec un accent sur la satisfaction client et la qualité de service. Réalisation d'objectifs de vente et supervision des dossiers de livraison.
Conseiller Commercial automobile at Team Colin responsible for achieving sales goals and ensuring customer satisfaction in a supportive environment. Engaging with clients and managing documentation and delivery processes.
CG
Consultant for Supported Communication and Easy Language at CAB Behindertenhilfe assisting people with disabilities. Engaging in training, translation, and team collaboration for accessible communication.