About this role
Conseiller Patrimonial expert - Toulon F/H at Abeille Assurances. Location: Toulon, France, France. Role: Develop portfolio, Advise clients, Acquire new clients Requirements: Advises high-net-worth clients on wealth, retirement, and investment solutions; strong client relationship skills; CIF and AMF certifications a plus; background in wealth management, finance, banking, or insurance. Category: Sales Seniority: Mid Level Tools: CRM, Investment analysis, Wealth management software Certifications: cif, amf Commitment: Full Time Workplace: Onsite Languages: French, English