Conseiller-ère clientèle des privés/individuelle

Tasks

• You assist clients with their needs regarding financing, investments, and wealth planning.
• You will acquire new clients with an entrepreneurial mindset.
• You build and maintain a relationship of trust with customers.
• You proactively follow up with clients after they request a quote or information, or following a personal contact.
• Vous vous formerez de manière permanente sur les modifications de directives internes et externes.
• Vous veillerez à la maîtrise des risques et au respect des dispositions légales.

Requirements

• You have a background in business and/or finance.
• You have strong sales and advisory skills across the full range of financing and wealth management products.
• Dynamic and pragmatic, you have a strong sense of initiative and a knack for strategy.
• You have strong analytical skills and are able to work independently.
• You're familiar with the banking industry.