Conseiller Expérimenté en Gestion de Patrimoine H/F - L'Isle-Adam (95) (CHAMBOURCY, 78, FR, 78240)
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Client advisory","Relationship building","Needs-based selling","Financial analysis"]Experienced wealth management advisor responsible for building and managing a high-end client portfolio, delivering personalized patrimonial and financial solutions, and developing a local client base. You will travel to clients’ homes or workplaces, leveraging Allianz’s multi-specialist network and tools to tailor plans and drive financial goals.
