About this role
Chargé(e) de clientèle en gestion de patrimoine - Montpellier H/F at Laplace (Crystal group). Location: Montpellier, Occitanie, France. Role: managing portfolios, advising clients, maintaining database Requirements: Master's (Bac+5) in wealth management/finance/law, prior relevant advisory experience, eligibility for Conseiller en Investissements Financiers (CIF), strong financial, fiscal and civil law knowledge, client relationship and portfolio management skills. Category: Finance and Accounting Seniority: Mid Level Certifications: cif Commitment: Full Time Workplace: Onsite Languages: French