About this role
Conseiller(e) en gestion de patrimoine indépendant(e) at CLUB AKTIF+. Location: Tournefeuille, Occitanie, France. Role: analyze patrimony, develop portfolio, advise clients Requirements: Independent wealth management advisor with sales experience, capable of analyzing client patrimony, proposing solutions, developing a client portfolio, and working in hybrid mode. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Financial planning software, Microsoft Excel Commitment: Full Time Workplace: Hybrid Languages: French