Financial Consultant H/F

il y a 4 semaines


Le KremlinBicêtre, Île-de-France CAISSE D'EPARGNE IDF Temps plein
Join Our Team as a Financial Consultant

The Caisses d'Epargne Ile-de-France, a prominent institution in regional finance, is seeking a Financial Consultant to enhance our dedicated team.

In this role, you will:

  • Manage a specific portfolio of clients, ensuring their financial needs are met.
  • Conduct sales meetings both face-to-face and virtually.
  • Contribute to the overall commercial success of the agency.
  • Adhere to all regulatory and procedural requirements.

The ideal candidate will possess:

  • A degree in finance or a related discipline.
  • A strong customer-focused approach.
  • A genuine enthusiasm for sales and client engagement.

If you are a motivated and meticulous professional looking for a rewarding opportunity within a collaborative environment, this position may be the right fit for you.


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