Responsable de Secteur Indépendant(e) en Gestion de Patrimoine
HybridGrenoble, Auvergne-Rhône-Alpes, France
Job Summary
Develop and retain your client portfolio by tailoring bespoke wealth management solutions to each investor's objectives. Prospect, analyze, and advise clients while collaborating with all ecosystem actors and supporting a team aligned with your image. Deliver concrete solutions through daily prospecting, analysis, and advisory activities. This role offers unlimited remuneration directly tied to engagement, plus challenges including travel and gift cards. You will receive complete initial and continuing certified training, access to CRM and ERP tools, and administrative support. Management is close and human, with opportunities for managerial evolution within a family-style company founded over 30 years.
Required Qualifications
- Excellente aisance relationnelle
- sens du conseil
- sens de l'écoute
- Débutant(e) motivé(e) ou expérimenté(e)
- motivation
- Esprit d'équipe
- capacité à collaborer
- Intérêt pour la finance
- Intérêt pour l'immobilier
- Forte autonomie
- prise d'initiative
- sens des responsabilités
- Envie de progresser
- Envie d'apprendre continuellement
- Culture de la performance
- goût de l'effort
- persévérance
- Bienveillance
- authenticité
- sens du collectif
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