Conseiller Financier H/F - secteur Poissy 78
Core
Financial advisor supporting clients with life projects like real estate financing and retirement planning.
Role type
Financial advisor (sales & portfolio management)
Builds
Client portfolios and sales results for the agency
Domain
Banking / Personal Finance
Deliverable
product features
Required skills
Financial planning, Real estate financing, Retirement planning, Sales targets, Regulatory compliance, Client communication
Preferred skills
BAC+2 to BAC+5 degree, Prior experience in similar role, Strong client relationship skills, Commercial drive, Knowledge of finance/law/tax