Conseiller stagiaire au sein de Sun Life, participant au programme de perfectionnement en conseils financiers. Aide à établir des relations durables avec les clients grâce à la formation et à l'expérience pratique.
About the role
- Conseiller en gestion de patrimoine au sein d'une entreprise spécialisée en fiscalité et succession. Vendre des produits patrimoniaux à des clients particuliers et professionnels.
Responsibilities
- Advise on wealth management and real estate solutions
- Build and maintain close relationships with clients
- Sell retirement, life insurance and risk protection products
Requirements
- Commercial or financial education
- Strong hands-on experience in banking/insurance/finance
- Knowledge of the local economic/business environment
Benefits
- Autonomy in managing commercial activities
- Support from a large corporate group
- Opportunity to act as a wealth management specialist
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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