UFF

Conseiller en gestion de patrimoine - Albertville H/F

UFF

15 days ago
Albertville, France
Hybrid
Full Time
Medior
0 applicants
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UFF
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About this role

A Conseiller en Gestion de Patrimoine role involves managing and developing a client portfolio by providing tailored financial and wealth management advice to clients, including analyzing their assets and offering appropriate solutions. The position requires adherence to regulatory standards and building lasting client relationships.

Skills

Qualifications

Habilitation IAS – Niveau 1Habilitation IOBSP – Niveau 3 (Crédit Immobilier)Certification AMFHabilitation CIFPermis B
UFF

About UFF

uffizio.com

Uffizio is a telematics and IoT company that delivers vehicle and fleet monitoring solutions to help businesses optimize operations. Their platform combines real‑time vehicle tracking, route optimization, fuel‑usage monitoring, and fleet performance analytics to cut costs, improve utilization, and boost safety. Uffizio serves commercial fleets and logistics teams with hardware-agnostic IoT integrations, dashboards, and alerts that turn telemetry into actionable insights.

About UFF

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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