Conseiller en gestion de patrimoine vendant des solutions patrimoniales et immobilières. Autonomie dans la gestion et accompagnement par un grand groupe en France.
Responsibilities
Advise on and sell wealth management and real estate solutions
Develop close, trust-based relationships with clients
Offer a wide range of products (retirement, life insurance, income protection, real estate tax optimization)
Requirements
Degree or training in business or finance
Proven track record of successful field experience in banking, insurance, or finance
Knowledge of the local economic environment
Strong business development mindset
Benefits
Autonomy in managing your portfolio/activity
Support from a large corporate group (sales, marketing, tools, legal, field support)
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