Abeille Assurances

Conseiller en gestion de Patrimoine F/H - Agence Centrale (92)

Abeille Assurances(15 days ago)

Bois-Colombes, FranceOnsiteFull TimeSenior$67,000 - $89,000Wealth Management
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About this role

A role focused on expanding and maintaining a high-end client portfolio within a reputable financial and insurance group. It emphasizes personalized service, the use of digital tools, and collaboration with specialists, with opportunities for career growth within a diverse environment.

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Required Skills

  • Customer Service
  • Financial Planning
  • Wealth Management
  • Fiduciary
  • Financial Instruments
  • Client Relationship
  • Tax Regulations
  • Market Analysis
  • Investment Solutions
  • Communication

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