Personal Banking Advisor
Il y a 1 mois
Ferrette, Grand Est, France
Jobtailor
Temps plein
Gratuit avec email ou Google
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Gratuit avec email ou Google
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Responsibilities
- Advise clients and prospects; recommend and sell complex financial products
- Develop, manage and monitor a portfolio of clients
- Ensure the follow-up and control of transactions
- Systematically update and enrich client data
- Ensure compliance with procedures related to risk management and security
Qualifications
- Bachelor's degree in business (Bac +3) minimum, or a two-year degree (Bac +2) with significant professional commercial experience
- Authorization/certification for insurance and DCI would be ideal
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Client-Focused Personal Banking Advisor
Il y a 1 mois
Ferrette, Grand Est, France Jobtailor Temps pleinJobtailor in France seeks an experienced financial advisor to advise clients and prospects, recommend and sell complex financial products, and manage a growing portfolio of clients. You will ensure follow-up and control of transactions and keep client data updated while adhering to risk management and security procedures.The role requires a business degree...