Conseiller Patrimonial expert - Paris Rive Droite F/H
Abeille Assurances(1 month ago)
About this role
A Conseiller Patrimonial position at Albéa Patrimoine (Abeille Assurances / Aéma Groupe) based in Paris Rive Droite, focused on advising clients on savings, retirement and wealth transfer solutions. The role supports commercial development across local agencies and the digital channel, contributing to the growth of the company’s insurance and patrimonial offerings.
Required Skills
- Client Advice
- Portfolio Development
- Prospecting
- Financial Analysis
- Tax Rules
- Customer Service
- Teamwork
- Autonomy
Qualifications
- Master 2 in Wealth Management
- Bachelor in Banking or Insurance
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