About this role
Conseiller en gestion de patrimoine H/F at UFF. Location: Grenoble, Auvergne-Rhône-Alpes, France. Role: prospecting clients, advising clients, managing portfolios Requirements: Manage and develop a profitable client portfolio; prospect, analyze clients' financial, fiscal and succession situation; propose tailored wealth strategies. Requires 1+ year advisory experience and required industry certifications. Category: Sales Seniority: Entry Level Certifications: ias level 1, iobsp level 3, amf, cif, b driving permit Commitment: Full Time Workplace: Hybrid Languages: French