Conseiller en Gestion de Patrimoine pour une filiale d'un groupe d'assurances. Mission de conseil et de vente de solutions patrimoniales et immobilières à Chaumont.
Responsibilities
Advise clients and sell wealth management and real estate solutions
Build and maintain close client relationships
Offer a diverse range of products in the field of wealth management
Requirements
Degree in sales, finance, or a related field
Proven field experience in banking/insurance/finance
Knowledge of the local economic landscape
Benefits
Collaborative partner status
Autonomy in managing day-to-day activities
Ongoing support from a large group (commercial, marketing, legal, etc.)
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