About this role
Chargé(e) de clientèle en gestion de patrimoine - Toulon H/F at Laplace (Crystal Group). Location: Toulon, Provence-Alpes-Côte d'Azur, France. Role: maintaining database, pre-qualifying clients, advising clients Requirements: Master's degree (Bac+5) in wealth management/finance/law, eligibility for Conseiller en Investissements Financiers (CIF), strong financial, fiscal and civil law knowledge, client advisory experience, and relationship-building skills. Category: Finance and Accounting Seniority: Mid Level Certifications: cif Commitment: Full Time Workplace: Onsite Languages: French