Conseiller en gestion de patrimoine F/H - Agence à distance (92)
$40,000–$60,000 year
Remote · France or FR
France or FRRemoteFull Time$40,000–$60,000 yearMid LevelMasters DegreeUnknown
Type
Full Time
Level
Mid Level
Education
Masters Degree
Company size
Unknown
Job Summary
Position for a Wealth Management Advisor at a distance with a focus on reactivating inactive clients and acquiring new clients through proactive prospecting and personalized financial advice.
Required Qualifications
- 2 to 3 years of successful experience in customer acquisition
- Strong client orientation
- Knowledge of tax mechanisms related to financial investments
- Experience in managing a structured client portfolio
Desired Qualifications
- Certification CIF
- Certification AMF
Additional Requirements
- No specific age, gender, or background restrictions mentioned
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