Conseiller en gestion de Patrimoine F/H / Agence Centrale (92)
Abeille Assurances(18 days ago)
About this role
This role involves developing and managing a high-net-worth client portfolio within a leading insurance and wealth management firm. The position is focused on client relationship building, financial advising, and driving business growth in a dynamic, innovative environment. The successful candidate will work within a supportive team that emphasizes internal mobility and professional development.
Required Skills
- ClientManagement
- FinancialAdvice
- InvestmentStrategies
- WealthManagement
- CustomerRelations
- FinancialAnalysis
- RegulatoryCompliance
- PortfolioManagement
- RetirementPlanning
- AssetAllocation
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