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Wealth Management Advisor

Il y a 3 mois

Clamart, Île-de-France Banque Européenne Crédit Mutuel Temps plein

Job Title: Wealth Management Advisor

Company Overview: Banque Européenne Crédit Mutuel is a leading retail banking institution in France, dedicated to offering mutual banking services with an emphasis on customer proximity, innovative technology, and integrated financial solutions.

Job Description:

  • Oversee a portfolio of affluent clients through diverse relationship channels.
  • Deliver expert guidance on legal, fiscal, and financial issues to assist clients in achieving their personal and financial goals.
  • Foster client loyalty by proactively addressing their needs and proposing customized financial solutions.
  • Work in conjunction with internal experts to deliver holistic solutions to clients.

Your role will involve close collaboration with your Branch Manager and teamwork with other sales professionals.

What You Will Experience:

Banque Européenne Crédit Mutuel is a socially responsible organization that prioritizes employee development, internal career advancement, comprehensive social benefits, diversity, and a balanced work-life environment.

  • Potential for up to two months of gross salary as a bonus based on collective performance.
  • 20 additional leave days each year.
  • Flexible working arrangements, including options for remote work.
  • Enhanced social benefits and opportunities for annual training.
  • Supportive parental policies and exclusive banking perks.
  • Thorough onboarding process for new hires.
  • Assistance with geographical and functional mobility.

What We Look for in You:

Your character is essential. Your strong interpersonal abilities, proven sales experience in banking, and collaborative approach to client and team interactions are highly valued.

You Are Skillful At:

  • Managing and growing a high-potential client portfolio collaboratively.
  • Offering specialized investment knowledge while maintaining strong client relationships.
  • Recognizing and assessing risks associated with client requirements and market dynamics.
  • Contributing positively to team dynamics and professional development.
  • Demonstrating excellent social skills and adaptability, with a strong sense of curiosity and attention to detail.

If you are interested in joining a modern and socially responsible banking organization that values its employees and community, we encourage you to consider this opportunity.