Conseiller patrimonial / Conseillère patrimoniale (H/F)
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Conseiller patrimonial / Conseillère patrimoniale (H/F) · France
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About this role
- Piloter un portefeuille de clients Patrimoniaux dans une relation multi-canal - Conseiller et accompagner les clients sur des problématiques juridiques, fiscales ou financières dans tous leurs projets de vie - Fidéliser vos clients en anticipant leurs besoins avec des produits financiers adaptés -
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