Patrimonial Advisor in Training
il y a 1 semaine
Job Opportunity at MBway
MBway is seeking a talented and ambitious individual to join our team as a Conseiller en Alternance pour le Développement Patrimonial.
About the Role
As a Conseiller en Alternance pour le Développement Patrimonial, you will be responsible for developing, managing, and retaining a portfolio of clients with potential for patrimonial growth.
You will provide clients with expert advice on optimizing their bancassurance equipment, taxation, and patrimony valuation and balance, leveraging the expertise of specialists when necessary.
Your goal will be to master risks and ensure the profitability of your portfolio.
Through recommendation and prospecting actions, you will enrich and renew your portfolio, contributing to the commercial development of your agency.
Required Skills and Competencies
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Mastery of negotiation and prospecting techniques.
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Mastery of financial analysis and risk evaluation.
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Knowledge of financial and stock markets and regulation.
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Mastery of legal and fiscal elements.
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Discretion.
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Conviction.
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Sense of organization.
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Analytical spirit.
Desirable Skills and Competencies
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Commercial temperament.
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Quality of relationships and listening.
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Rapid adaptability.
Contract Modalities
Type of contract: alternance, in a professionalization or apprenticeship contract.
Duration: 24 months, full-time.
If you recognize yourself in this profile and believe this adventure is meant for you, please apply
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