Commercial en Gestion de Patrimoine (H/F)
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Commercial en Gestion de Patrimoine · France
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About this role
- Analyse et Conseil : Identifier les besoins patrimoniaux de vos clients et leur proposer les meilleures solutions du marché : - Placements financiers (Assurance-vie, Plan Épargne Retraite...)- Investissements immobiliers (Pinel, Malraux, LMNP...)- Optimisation fiscale, santé, prévoyance, etc. - Tr
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