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Conseiller Patrimonial Clientèle Privée H/F @ THESEIS

Balma, Occitanie, FROnsiteFull Time
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About this role

Conseiller Patrimonial Clientèle Privée H/F at THESEIS. Location: Balma, Occitanie, France. Role: Developing portfolio, Building relationships, Providing tailored advice Requirements: Diploma Bac+2 to Bac+5 in banking, finance, insurance, wealth management, commerce or patrimonial law; strong client relation, sales drive, adaptability; digital tools CRM/VC. Category: Finance and Accounting Seniority: Entry Level Tools: CRM, Email, Video Conferencing Commitment: Full Time Workplace: Onsite Languages: French

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