Agent Expert in Wealth Management and Social Protection H/F - Bordeaux (33) job opportunity at Allianz SE.

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Allianz SE Agent Expert in Wealth Management and Social Protection H/F - Bordeaux (33)
Experience: 1-year
Pattern: full-time
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Status:

Sales

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degreeDiploma
loacation BORDEAUX, Gironde, France
loacation BORDEAUX, Giro..........France

Develop your customer portfolio by implementing an active conquest approach, __ Advise clients and prospects in #wealth #management and #social #protection on products and services adapted to their needs __ To support clients in their appropriation of the various wealth solutions and to offer tailor-made advice adapted to their needs and to #legislative and #tax changes using wealth assessment tools (Big Expert) __ Work in synergy with the various players in the ecosystem: Wealth Engineers, Social Protection Engineers.

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