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Client Relationship Manager in Wealth Management
Il y a 3 mois
We are seeking a dynamic professional to fill the role of Client Relationship Manager in Wealth Management. This position entails delivering personalized financial guidance to our esteemed clientele while advocating for our diverse suite of financial products and services. Key responsibilities include overseeing client portfolios, identifying potential clients, and ensuring adherence to risk management and regulatory standards.
Main Responsibilities:- Assist clients in optimizing their asset management in line with their specific requirements and legal frameworks
- Build and nurture a portfolio of clients through proactive outreach and exemplary service
- Market and facilitate the sale of our financial products and services
- Collaborate with specialized consultants for intricate financial issues
- Serve as the primary contact for the branch during the absence of the Branch Director
The ideal candidate will possess a degree in Finance or a related discipline, complemented by relevant experience in a comparable position. Exceptional communication abilities and a strong sales orientation are crucial. Familiarity with financial planning, real estate financing, and banking regulations will be advantageous. We are in search of an enthusiastic individual who is a collaborative team member and ready to embrace new challenges.
Company Overview:CAISSE D'EPARGNE IDF is a prominent regional cooperative bank and a key stakeholder in the BPCE Group. With a rich history spanning over two centuries, we offer financial solutions to a diverse clientele across the Ile-de-France region. Our expansive network comprises numerous branches and business centers, along with various subsidiaries. Our dedicated workforce of 4500 professionals is committed to assisting our 3 million clients in achieving their financial aspirations. We are devoted to being a reliable, modern, and community-focused bank, committed to fostering regional development and promoting a sustainable future.
