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Conseiller en gestion de patrimoine - Boulogne-sur-Mer H/F @ UFF

Boulogne-sur-Mer, Hauts-de-France, FROnsiteFull Time
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About this role

Conseiller en gestion de patrimoine - Boulogne-sur-Mer H/F at UFF. Location: Boulogne-sur-Mer, France, France. Role: Prospecting clients, Managing portfolios, Advising clients Requirements: At least 1 year as a wealth management advisor, with 6 months in financial product sales; Bachelor’s degree in finance or related field (Bac+3 to Bac+5); valid IAS Level 1, IOBSP Level 3, AMF certification, and CIF; valid driver's license. Category: Finance and Accounting Seniority: Mid Level Certifications: ias – level 1, iobsp – level 3 (crédit immobilier), amf, cif Commitment: Full Time Workplace: Hybrid Languages: French

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