Conseiller Patrimonial Expert F/H - Montpellier (CDI)
Abeille Assurances(1 month ago)
About this role
A Conseiller Patrimonial (Wealth Advisor) at Albéa Patrimoine / Abeille Assurances joins a regional agency network offering AFER savings, retirement and wealth-transfer solutions to private clients. The role is based in Montpellier within a small local team and contributes to the growth and reputation of a major French insurance and wealth-management group.
Required Skills
- Client Acquisition
- Portfolio Management
- Financial Advice
- Retirement Planning
- Taxation
- Market Analysis
- Prospecting
- Client Retention
- Teamwork
- Relationship Management
Qualifications
- Diploma in Wealth Management
- Degree in Law
- Degree in Economics
- Degree in Finance
- CIF Certification
- AMF Certification
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