Financial Advisor
Il y a 2 mois
Montreuil, Île-de-France
CAISSE D'EPARGNE IDF
Temps plein
About the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at CAISSE D'EPARGNE IDF. As a Financial Advisor, you will be responsible for providing exceptional customer service and support to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities- Identify and understand client needs, providing personalized solutions and recommendations to meet their financial goals.
- Participate in sales and revenue growth initiatives, contributing to the success of our business.
- Serve as the primary point of contact for clients, responding to their inquiries and resolving any issues in a timely and professional manner.
- Ensure accurate and timely completion of client documentation and transactions.
- Communicate effectively with clients through various channels, maintaining confidentiality and discretion at all times.
- Bachelor's degree or equivalent in a related field.
- Previous experience in a banking, financial services, or customer-facing role.
- Strong commercial acumen, with a focus on customer satisfaction and quality service.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Adaptability, flexibility, and a willingness to learn and grow in a dynamic environment.
As a Financial Advisor at CAISSE D'EPARGNE IDF, you will have the opportunity to work in a fast-paced and supportive environment, with a focus on customer satisfaction and excellence. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.