Patrimonial Advisor

The Banque Européenne Crédit Mutuel is a leading financial institution that values strong relationships with its clients. As a cooperative bank, we prioritize the well-being of our clients and employees, fostering a unique work environment that promotes autonomy, responsibility, and innovation.

We are seeking a skilled Patrimonial Advisor (H/F) to join our team. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to clients on their financial and investment needs.

• Pilot a portfolio of clients with potential for wealth management and develop it in a partnership-driven approach
• Conduct in-depth analysis of clients' financial situations and provide tailored advice on investment opportunities
• Foster strong relationships with clients through regular communication and proactive service
• Collaborate with internal specialists to deliver comprehensive solutions to clients

• A dynamic and supportive work environment
• Opportunities for professional growth and development
• A competitive compensation package
• A comprehensive benefits program
• A recognition and reward system

• Proven experience in financial services or a related field
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment and adapt to changing priorities

We're seeking a motivated and results-driven individual who is passionate about delivering exceptional client service. If you're a team player with a strong work ethic and a desire to succeed, we encourage you to apply for this exciting opportunity.