Conseiller Patrimonial F/H
FAB GROUP · Paris
Job description
About the role
As a Wealth Advisor within FAB GROUP, you will operate under the supervision of the Agency Director. The position focuses on managing and expanding a portfolio of high‑net‑worth clients for the Paris office.
Key responsibilities
- Meet with patrimonial clients to understand their financial objectives and needs.
- Manage existing client portfolios, ensuring alignment with their goals.
- Develop the client base by identifying opportunities for portfolio growth.
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Published 1 month ago
Expires 4 days from now
27 views · 0 interested
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FAB GROUP
Paris