Private Client Executive

il y a 2 semaines


Carpentras, Provence-Alpes-Côte d'Azur, France Banque Populaire Méditerranée Temps plein

About Banque Populaire Méditerranée

Banque Populaire Méditerranée is a regional bank with nearly 2000 employees, located in a sunny region around the Mediterranean basin. It is proud of its cooperative origin, faithful to its values, and close to its clients. As part of the BPCE Group, the bank is committed to sustainable development in the Mediterranean region.

Our Mission

We strive to provide exceptional financial services to our clients, while fostering a culture of innovation, teamwork, and social responsibility.

Job Summary

We are seeking a highly skilled Private Client Executive to join our team. As a Private Client Executive, you will be responsible for developing and maintaining commercial relationships with high-end clients in the individual market.

Key Responsibilities

  • Initiate contacts with high-end clients to develop and maintain commercial relationships
  • Propose products and services tailored to clients' needs within a wealth management strategy
  • Schedule appointments with clients and prospects
  • Conduct profitability and risk analysis before offering investment solutions
  • Stay informed about economic and financial trends
  • Participate in shared agency activities
  • Develop skills for potential career progression within the agency

What We Offer

  • Work closely with a manager who will support your development and enhance your skills
  • Receive a tailored training program adapted to your individual skills
  • Benefit from personalized support in your role and skill development

Requirements

To be successful in this role, you will need to have a solid understanding of financial products and services, as well as excellent interpersonal skills and a strong commercial sense.

Profile

We are looking for individuals who share our values and are eager to use their skills for our clients. You will hold a minimum of a Bac +2 degree, such as a Banking BTS or a Commercialization Techniques BUT, and have previous experience in the banking sector with individual clients or wealth management.



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