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Wealth Planner
il y a 6 jours
Our esteemed client, a renowned life insurance company with over three decades of expertise, is in search of a Wealth Planner for the French Market.
Delve into a rewarding career, where you can shape successJob description
Your role includes:
- Providing technical and legal support to sales teams;
- Conducting studies on wealth, tax, and legal aspects for life insurance and capitalization contracts;
- Developing and delivering legal and tax training programs;
- Creating presentations, marketing materials, and participating in external communications and events;
- Contributing to the development of new products and solutions in wealth and succession planning. Profile
- University degree in law, economics, or taxation;
- Minimum of 5 years' experience in a similar position;
- Expertise in wealth management, inheritance, and taxation;
- Skill in structuring life insurance arrangements;
- Fluency in both French and English. Offer
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