Copy #2 of Conseiller(e) en Gestion de Patrimoine Indépendant(e)
HybridOrnans, Bourgogne-Franche-Comté, France
Job Summary
Develop and retain your client portfolio by delivering tailored wealth management solutions aligned with each investor's objectives and sensitivity. Prospect new prospects, analyze their needs, and provide comprehensive advisory services while collaborating with ecosystem partners. Manage a full 360° service offering including exclusive financial and real estate products supported by dedicated back-office tools. This role includes a structured onboarding and training program, with a non-capped attractive remuneration package. You will leverage the group's presence across 10 regions to expand and maintain client relationships through national campaigns.
Required Qualifications
- Commercial dans l'âme
- Sens de l'analyse
- Force de conviction
- Esprit entrepreneurial
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