Conseiller-ère clientèle des privés/individuelle

Tasks

• Assists clients with their needs regarding financing, savings accounts, and wealth management.
• You will acquire new customers with an entrepreneurial mindset.
• You build and maintain a relationship of trust with customers.
• You proactively follow up with clients following a request for a quote or investment proposal, or a personal contact.
• You receive ongoing training on changes to internal and external policies.
• Vous veillerez à la maîtrise des risques et au respect des dispositions légales.

Requirements

• You have a business background, with proven experience in the banking industry and experience managing a portfolio of banking clients.
• You have strong sales and advisory skills across the full range of financing and wealth management products.
• Dynamic and pragmatic, you demonstrate a strong sense of initiative and contribute to the team spirit.
• You have a good understanding of the industry's requirements.