Private/individual customer advisor - Key influencers

Job description

Private/individual customer advisor - Key influencers

Tasks

• You acquire new business partners in an entrepreneurial spirit.
• You recognize and exploit the potential of existing and potential customers.
• You support customers and analyze their requirements in terms of financing, investment, and financial planning, while assessing the risks.
• They use the quality of the service, the marketing and sales system to manage customer follow-up.
• You establish and maintain a relationship of trust with customers, in particular through positive follow-up.
• They ensure proactive follow-up with customers after an inquiry or personal contact.
• They continuously educate themselves about internal and external policy changes.
• You will monitor customer relationships, in particular by ensuring compliance with legal requirements, money laundering regulations, and risk management considerations.

Requirements

• You have commercial training with experience in banking and experience in managing a bank customer portfolio.
• You have good sales skills, especially for all services and products depending on the different customers.
• You are pragmatic, open, transparent, and constructive, and have good communication skills.
• You have strong analytical skills and autonomy.
• You have a strong sense of initiative.
• Knowledge of several languages is a plus.

We offer

No information available.

How to apply?

No information available.