Conseiller Patrimonial expert - Paris Rive Droite F​/H

Job Opportunity at Albéa Patrimoine

For over 35 years, Albéa Patrimoine has offered an Afer service that meets all savings, retirement, and inheritance projects. We advise 243,000 clients who have entrusted us with 20.5 billion euros of their savings.

Enjoy the expertise and reputation of a large life insurance brokerage firm employing 160 staff, authorized CIF (Financial Investment Advisor), including 110 asset management advisors spread across 40 local agencies throughout France, as well as a digital agency for remote relations.

Unique in the life insurance and wealth management market, we are a human-sized company backed by a major life insurance player and leader by the size of its portfolio.

Boost your career by joining one of our agencies in Paris Rive Droite, where a team of certified CIF advisors awaits you to participate in and benefit from our growth. Winning over new talents who will attract our current and future clients is our ambition!

By joining our company and agencies, you will play a key role in the commercial development of Albéa Patrimoine, the Abeille Assurances group, and Aéma.

You will combine commercial relations, teamwork, and expertise to drive our growth.

Under the responsibility of the Director of your region, you will develop a portfolio of clients, create prospects that you will advise and develop through a range of savings, retirement, Capi, and SCPI offers.

You will work in a dynamic environment that will challenge and enhance your technical and commercial skills.

• Develop the client portfolio of your agency and identify potential through a systematic analysis and patrimonial discovery
• Conquer new clients
• Fidelisate our clients by providing the best financial and patrimonial advice

• Contact, advise, and retain high-end clients in your portfolio
• Determine appropriate investment strategies based on an analysis of clients' situations
• Go on systematic client discovery and record the collected data in our tools
• Expand your portfolio by acquiring new clients

Young graduate of a Master 2 in Wealth Management, Banking, or Insurance completed in alternation or a graduate of a bachelor's degree in banking or insurance with a minimum of 5 years of experience in commercialization in wealth management

- First experience in customer relations and sales.

- Good mastery of various tax and financial systems.

Independent and rigorous, attentive with good ease in client relations

- Teamwork is a source of motivation for you.