Responsable de Secteur Indépendant(e) en Gestion de Patrimoine
HybridCognac, Nouvelle-Aquitaine, France
Job Summary
Develop and retain your client portfolio by delivering tailored wealth management solutions aligned with each investor's objectives and sensitivities. Prospect, analyze, and advise clients while fostering long-term relationships through comprehensive financial and real estate offerings. Manage and grow your sector by recruiting, training, and animating independent wealth management advisors to ensure their success. Collaborate synergistically with ecosystem partners and execute national campaigns to expand client reach. This role requires a commercial temperament with managerial experience and an entrepreneurial spirit to drive performance.
Required Qualifications
- Commercial tempérament
- Managériale experience
- Analytical mind
- Conviction
- Entrepreneurial spirit
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.