About this role
Conseiller en gestion de patrimoine H/F at UFF. Location: Toulouse, Occitanie, France. Role: prospecting clients, managing portfolio, advising clients Requirements: Manage and develop a profitable client portfolio; prospect clients; perform economic, tax and succession analysis; recommend tailored wealth strategies. Requires 1+ year experience, Bac+3 to Bac+5 education, AMF/IAS/IOBSP/CIF certifications and valid driving license. Category: Finance and Accounting Seniority: Mid Level Certifications: ias level 1, iobsp level 3, amf, cif, driver permit (permis b) Commitment: Full Time Workplace: Hybrid Languages: French