Banking Advisor M/F

missions

The mission of CA INDOSUEZ's Sales Department (DCI) is to develop the bank's portfolio of clients in wealth management, AIM, credit, and GDP financing by promoting the services and offerings of the bank and the CA Group. Your main responsibilities will be:

• Ensure the first level of customer relations (CRC CAAP and COORSE (Private Banking, CAE, BAE, etc.) and promote customer service.
• Reconcile client needs (primarily corporate legacy, families, institutions) and the investment solutions proposed to the team.
• Support clients in their wealth management considerations in conjunction with the corporate team,
• Conduct prospecting activities and act as a liaison for external advisors (investment funds, SCRs, M&A, legal advisors).

Candidate criteria

• Minimum level of education: Bac + 5 / M2 and above
• Education/Specialization: Business school, wealth management, wealth engineering, law faculty, corporate law, financial markets, credit
• Minimum experience level: 6–10 years
• Required skills:
  • Your personality and team spirit are just as important as your technical skills.
  • You are known for your good interpersonal skills, your team spirit (your commitment), and you are ready to join a dynamic but demanding team.
  • You are known for your thoroughness, organizational skills, responsiveness, and analytical abilities.