Commercial Consultant promoting renewable energy solutions for B2B clients. Managing client relations and supporting them throughout installation and activation processes.
About the role
- Conseiller en Gestion de Patrimoine au sein d'un cabinet de conseil, proposant des solutions patrimoniales pour clients particuliers et professionnels. Relation de proximité et grande autonomie dans la gestion de l'activité.
Responsibilities
- Advise on and sell wealth management and real estate solutions
- Build close relationships with individual and professional clients
- Offer a product range including retirement products, life insurance, personal risk protection (prévoyance), and real estate tax-optimization solutions
Requirements
- Degree or training in business or finance
- Proven field experience in banking, insurance, or finance
- Knowledge of the local economic landscape
- Ability to develop a client base through direct and indirect channels
- Capacity to work autonomously
Benefits
- Independent collaborator status with significant autonomy
- Support from a large group (commercial, marketing, tools, legal)
- Focus on excellence with extensive support to develop professional expertise
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