Client-Focused Wealth Advisor

il y a 24 heures


SainteMarieauBosc, France Desjardins Group Temps plein

A financial services organization in France is seeking a skilled wealth management advisor to develop and maintain strong relationships with clients. The advisor will listen to clients' needs and provide tailored financial advice to help meet their financial goals. Strong interpersonal skills and the ability to design integrated investment and insurance strategies will be essential. This role offers the opportunity to drive results while balancing client satisfaction with business objectives.
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