Personal Banking Advisor

Tasks

• You assist clients with their needs regarding financing, investments, and wealth planning.
• Vous acquerrez dans un esprit entrepreneurial de nouveaux clients.
• You build and maintain a relationship of trust with customers.
• You proactively follow up with clients after they request a quote or investment proposal, or following a personal contact.
• You will receive ongoing training on changes to guidelines and updates to internal and external services.
• You will ensure risk management and compliance with legal, internal, compliance, and client requirements.

Requirements

• You have a background in business and/or finance.
• You have strong sales and advisory skills regarding all investment products and services.
• You are open-minded and adapt easily to new tools and apps.
• Dynamic and pragmatic, you have a strong sense of initiative and are at ease in any situation.
• You have a good understanding of the internal and external financial products of private companies.
• You're familiar with B2C and B2B tools.