Conseiller ou conseillère en succession d'entreprise - London
1 week ago
Job summary
L'objectif principal du poste est de fournir un service client légendaire à nos clients individuels et institutionnels.We provide a legendary Client Planning Experience to our individual and institutional clients.
Nous proposons une expérience client légendaire à nos clients individuels et institutionnels.
- Démontrer notre engagement envers une organisation centrée sur le client qui met ses clients au premier plan pour maximiser la fidélité et la croissance.
- Fournir des conseils de planification patrimoniale aux clients sur tous aspects de la succession d entreprises
- PraCtiquer des plans patrimoniaux personnalisés indépendamment selon un délai précis basé sur les informations obtenues directement auprès des gestionnaires relationnels/consulets
Job description
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