Patrimonial Inspector

il y a 24 heures


Paris, Île-de-France MICHAEL PAGE Temps plein
About the Role

We are seeking a highly skilled and experienced Patrimonial Inspector to join our team at Michael Page. As a key member of our organization, you will be responsible for developing and maintaining relationships with high-net-worth individuals and businesses, providing expert advice on financial and patrimonial matters.

Key Responsibilities
  • Animate and manage relationships with key partners and clients, including Conseillers en Gestion de Patrimoine (CGP) and courtiers, to identify and capitalize on business opportunities.
  • Develop and implement strategies to increase sales and revenue growth, including analyzing market trends and competitor activity.
  • Provide expert advice on financial and patrimonial products and services, including insurance, investment, and wealth management solutions.
  • Collaborate with internal teams to develop and implement business plans and strategies.
Requirements
  • Minimum 5 years of experience in financial services, with a focus on patrimonial and wealth management.
  • Strong knowledge of financial products and services, including insurance, investment, and wealth management solutions.
  • Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and partners.
  • Ability to work in a fast-paced environment and adapt to changing market conditions.
About Michael Page

Michael Page is a leading recruitment agency specializing in financial services and professional recruitment. We are committed to providing exceptional service and expertise to our clients and candidates, and we are seeking a highly skilled and experienced Patrimonial Inspector to join our team.