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.
About the role
- 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.
Responsibilities
- Advise on wealth management and real estate solutions
- Build and maintain close relationships with clients
- Sell retirement, life insurance and risk protection products
Requirements
- Commercial or financial education
- Strong hands-on experience in banking/insurance/finance
- Knowledge of the local economic/business environment
Benefits
- Autonomy in managing commercial activities
- Support from a large corporate group
- Opportunity to act as a wealth management specialist
Job title
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Experience level
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Degree requirement
Location requirements
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