Conseiller Patrimonial expert - Paris Rive Droite F/H
Abeille Assurances(1 month ago)
About this role
Albéa Patrimoine (Abeille Assurances / Aéma Groupe) is recruiting a Wealth Management Advisor for its Paris Rive Droite agency to support its life insurance and savings offering (Afer). The role is client-facing within a regional agency network and contributes to the firm’s commercial development and growth within a major French insurance group.
Required Skills
- Client Relations
- Prospecting
- Portfolio Management
- Financial Analysis
- Taxation Knowledge
- Estate Planning
- Sales
- Teamwork
Qualifications
- Master 2 in Wealth Management
- Bachelor in Banking or Insurance
- CIF Certification
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