About this role
Conseiller(e) en gestion de patrimoine at CLUB AKTIF+. Location: Blois, Centre-Val de Loire, France. Role: analyze client patrimony, advise on tax/estate planning, develop client portfolio Requirements: Analyze client financial situations, prepare patrimonial studies, establish strategies, monitor investments, and grow a client portfolio. Category: Finance and Accounting Seniority: Mid Level Commitment: Full Time Workplace: Hybrid Languages: French