Personal Banking Advisor

Tasks

• You assist clients with their financing and estate planning needs.
• 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 in response to a request for a quote or a request for a personal consultation.
• You will receive ongoing training on changes to guidelines.
• 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 are a team player.
• You are good at adapting to unexpected situations.
• You know your market.