Abeille Assurances

Conseiller Patrimonial expert - F/H - Lyon

Abeille Assurances

2 months ago
Lyon, France
Hybrid
Full Time
Medior
0 applicants
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Abeille Assurances
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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.

Skills

Qualifications

Degree in Wealth ManagementDegree in LawDegree in EconomicsDegree in FinanceCIF Certification (preferred)
Abeille Assurances

About Abeille Assurances

abeille-assurances.fr

N/A

About Abeille Assurances

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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