Consultant in wealth management developing client portfolios and presenting global strategies. Analyzing client situations and providing valuable follow - up in a hybrid setup in France.
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
Job type
Experience level
Salary
Degree requirement
Location requirements
Therapist providing outpatient mental healthcare at LifeStance Health’s rapidly growing behavioral health practice group. Emphasizing patient care and clinical excellence with flexible work schedules.
Legal Advisor providing legal advice regarding labor law for SMEs. Supporting clients with timely legal advice and maintaining up - to - date legal knowledge in a hybrid environment.
Conseiller entreprise installation pour la Chambre d’Agriculture de Bretagne, accompagnant les projets agricoles et offrant des conseils stratégiques. Rejoignez une équipe de 50 conseillers pour aider les candidats à l’installation.
Advisor at Crous de Strasbourg supporting student services and managing inquiries regarding housing and aid programs. Ensuring assistance to students and participating in Crous events.
Overnight Residential Counselor supporting individuals with mental health conditions in a residential group living environment. Responsibilities include administering medication and assisting with daily living activities.
Residential Counselor providing direct support to individuals with intellectual and developmental disabilities. Assisting with daily living activities and community integration in a residential setting.
Residential Counselor providing direct support and training for individuals with intellectual and developmental disabilities. Collaborating with families and support staff in a residential setting to improve quality of life.
Conseiller Client en Assurance Collectives chez Gan Assurances à Paris. Participer à la gestion des portefeuilles clients dans l'assurance et santé.
School Counselor fostering social, emotional, and academic development at Virtual Preparatory Academy. Engaging with students and families to support individualized academic success.