About this role
Conseiller(e) en gestion de patrimoine at CLUB AKTIF+. Location: Tours, Centre-Val de Loire, France. Role: analyze patrimony, prepare study, develop portfolio Requirements: Analyze client patrimonial situations; prepare information reports; establish strategies; manage investments; develop client portfolios. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Financial planning software, Excel Commitment: Full Time Workplace: Hybrid Languages: French