Client Relationship Advisor for Professionals

il y a 4 semaines


ChâteauneufsurLoire, Centre-Val de Loire, France Société Générale Assurances Temps plein

Client Relationship Advisor for Professionals

An exciting opportunity awaits for a Client Relationship Advisor to join our esteemed team. In this position, you will be tasked with delivering tailored financial solutions to our clientele. If you are a meticulous, organized individual with exceptional analytical capabilities and are currently engaged in a relevant academic program, we would be delighted to welcome you.

Core Responsibilities:

  • Organize and facilitate client consultations
  • Evaluate clients' financial circumstances to suggest suitable products and services
  • Discover business opportunities within the existing client portfolio
  • Advocate for our products and services
  • Collaborate with specialists as necessary
  • Ensure adherence to regulatory standards
  • Employ sales strategies and methodologies
  • Guarantee data integrity
  • Uphold security measures

Qualifications:

Excellent interpersonal and communication abilities
- Familiarity with Microsoft Office Suite
- Currently enrolled in a related academic discipline

If you seek a challenging yet fulfilling opportunity, this role is ideal for you. Join us at Société Générale Assurances and become part of a team that prioritizes diversity and innovation. We are dedicated to offering equal opportunities for all individuals, irrespective of their background. Take the next step in your professional journey with us.


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