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Conseiller Patrimonial Mia H/F

CapfinancesFrance€60k–€120k / yrPosted Apr 13
Jobs by Adzuna
· Développer un portefeuille de clients patrimoniaux · Analyser les besoins des clients · Dresser un bilan patrimonial · Préconiser des solutions adaptées · Assurer un suivi rigoureux des stratégies mises en place · Développer votre réseau de prescripteurs · Fidéliser et accompagner les clients tout au long de leur vie d'investisseurs. Nous vous offrons une formation délivrant la capacité professionnelle ORIAS II pour devenir conseiller en gestion de patrimoine indépendant. Evidemment, nous vou…

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