Senior Premium Client Advisor

il y a 4 semaines


BoulognesurMer, Hauts-de-France Société Générale Assurances Temps plein

Position Overview:

As a Senior Premium Client Advisor, you will play a pivotal role in providing tailored financial guidance to our esteemed clientele.

Key Responsibilities:

  • Support clients with their financial needs, including mortgage solutions and investment strategies.
  • Identify and recommend appropriate financial products and services.
  • Encourage the use of our digital platforms to enhance client experience.
  • Evaluate clients' financial situations and assess potential risks.
  • Work closely with specialized advisors and various departments to ensure comprehensive service delivery.
  • Drive the agency's commercial growth and expand the client portfolio.

Qualifications:

  • Exceptional interpersonal skills with a strong ability to listen.
  • Proactive, enthusiastic, and proficient in sales and negotiation.
  • In-depth knowledge of financial products tailored for high-net-worth individuals, including relevant legal and tax considerations.
  • Proven experience in managing a portfolio of affluent clients.

Career Advancement:

Potential growth opportunities include roles such as Assistant Branch Manager or Wealth Management Advisor.

Employee Benefits:

We offer a range of benefits including remote work incentives, competitive compensation, performance bonuses, savings plans, additional vacation days, meal allowances, family-friendly policies, health coverage, and employee benefits.

About Our Company:

Société Générale Assurances is committed to fostering individual initiatives and providing a dynamic work environment that promotes both personal and professional development.

Diversity and Inclusion:

We uphold a strong commitment to equal opportunities, celebrating diversity and recognizing talent irrespective of individual characteristics.


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