Financial Advisor

Il y a 2 mois


Montreuil, Île-de-France CAISSE D'EPARGNE IDF Temps plein
About the Role

We 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.
Requirements
  • 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.
What We Offer

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.