Conseiller Patrimonial expert - F/H - Lyon
Abeille Assurances(29 days ago)
About this role
Albéa Patrimoine is a boutique wealth management and life insurance brokerage within Abeille Assurances / Aéma Groupe, serving retail and high-net-worth clients across savings, retirement and transmission needs. The company operates a national network of agencies and a digital channel and is seeking an advisor to join its Lyon agency team. The role is positioned within a growing, client-focused firm with strong group backing.
Required Skills
- Client Acquisition
- Client Retention
- Financial Advice
- Portfolio Development
- Wealth Analysis
- Investment Strategies
- Prospecting
- Relationship Management
- Teamwork
- Adaptability
+1 more
Qualifications
- Degree in Wealth Management
- Degree in Law
- Degree in Economics
- Degree in Finance
- CIF Certification (preferred)
- AMF Certification (preferred)
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