Experienced Wealth Management Advisor M/F - Périgueux (24) job opportunity at Allianz SE.

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Allianz SE Experienced Wealth Management Advisor M/F - Périgueux (24)
Experience: 1-year
Pattern: full-time
Country:
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Salary:
Status:

Manager

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degreeDiploma
loacation BOULAZAC, Dordogne, 24750, France
loacation BOULAZAC, Dord..........France

Develop a portfolio of high-end and very high-end clients through acquisition #acquisition __ Develop and manage #manage your network of partners and prescribers __ Build loyalty and support our clients in thinking about and defining their wealth objectives __ Offer tailor-made wealth advice and solutions adapted to their needs and to legislative and tax #tax changes using wealth assessment tools (Big Expert)

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