Conseiller en Gestion de Patrimoine chez Humanis Partners à Rodez. Vendre des solutions patrimoniales et immobilières tout en développant des relations proches avec les clients.
Responsibilities
Advise on and sell top-tier wealth management and real estate solutions
Build and maintain close relationships with clients
Act as a wealth management expert offering a diverse product range
Implement and manage your day-to-day business development activities
Requirements
Commercial or financial education/training
Proven field experience in banking, insurance or finance
Knowledge of the local economic landscape
Ability to work independently
Capacity to grow your client portfolio both directly and indirectly
Benefits
Daily support from a major group (sales, marketing, tools, legal, field support...)
Commitment to excellence through extensive support toward professional expertise
Autonomy in implementing your commercial and business development initiatives
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