Job offer
Conseiller/-ère clientèle privée et commerciale
We are looking for a Conseiller/-ère clientèle privée et commerciale (80-100%) in Bulle to provide comprehensive and competent advice to our clients in the areas of placements, financements and prévoyance. The position also includes managing a client portfolio, developing a network of relationships and organizing advisory and presentation events.
Job description
Conseiller/-ère clientèle privée et commerciale 80 - 100 % BulleTasks
- complete and competent advice for private and commercial clients in the Placements, Financements and Insurance segments
- the constitution and management of a portfolio of clients as well as the development of your relations network
- l'animation de nos séances de conseils bancaires et de nos présentations
- the transfer of clients to other segments in the context of cross- and up-selling
Requirements
- a banking education and experience of several years, particularly in the field of loans, placements and pensions
- connaissances professionnelles écrites ainsi qu'une formation continue dans le domaine bancaire
- a communicative person
- de la formation et le sens du service
- le talent de reconnaître les besoins et les attententes et nous apprécierons le contact quotidien avec la clientèle
We offer
No explicit benefits mentioned.Your next steps
Souhaitez-vous relever ce défi? Nous nous réjouissons de recevoir votre candidature.Job details
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