Client Relationship Manager for Wealth Management
il y a 1 mois
Job Title: Wealth Management Client Manager
Company Overview
The Caisse d'Epargne Languedoc Roussillon is a prominent institution in the region, dedicated to supporting local and regional stakeholders and their innovative initiatives. As a traditional bank for individuals, we also cater to professionals and decision-makers, serving nearly 1.1 million clients, which accounts for about 40% of the local population. Our mutual banking model emphasizes a strong commitment to Corporate Social Responsibility (CSR), championed by our representatives and our team of 1400 employees. As a forward-thinking digital bank, we strive to provide and enhance the best tools for our clients. We are dedicated to nurturing our workforce, offering training and support throughout their careers. We are a proud member of the BPCE group, the second-largest banking group in France and a sponsor of the upcoming Olympics.
Role and Responsibilities
The Caisse d'Epargne Languedoc Roussillon is seeking two Wealth Management Client Managers to enhance our Grand Nîmes Group Office:
- Foster premium client relationships by proactively engaging with prospects and existing clients.
- Assess client potential by thoroughly understanding their circumstances and the competitive landscape.
- Conduct in-depth meetings with premium clients to analyze their projects, expectations, and requirements. Propose tailored solutions, leveraging support from superiors when necessary, and secure client agreements.
- Complete the sales process by preparing and sending contract details in line with regulatory standards.
- Facilitate client transitions to Specialized Advisors (such as professionals and Account Managers).
- Oversee and manage the risk associated with high-end client portfolios.
- Contribute to the branch's daily operations through various activities, including commercial initiatives, post-sales administrative tasks, updating sales databases, managing incidents, and addressing client complaints.
Candidate Profile and Required Skills
The ideal candidate will be meticulous, organized, and energetic, with a passion for challenges and achieving set goals. A degree in Banking or Insurance at the bachelor's level is required, along with a minimum of 2 years of experience in managing high-end client portfolios. Expertise in wealth management, including taxation, life insurance, and provident accounting, is essential. This role demands a combination of technical knowledge, commercial insight, and an adaptable approach to diverse client needs. Key attributes include a strong commercial drive, the ability to understand client challenges, negotiation skills, attention to detail, and flexibility.
Team spirit is crucial, as we are proud sponsors of the Olympics. Depending on your aspirations, the company's needs, and your skill set, there will be opportunities for professional growth and new challenges within CELR.
Benefits
- Opportunities for local career advancement within the BPCE Group.
- Works Council (CSE) benefits: discounts on travel, event organization, vacation/culture vouchers, and sports activities.
- Comprehensive health insurance and provident schemes, along with meal vouchers.
- Banking benefits, including preferential rates.
- Work-life balance: flexible working hours, 31 days of leave, and 12 RTT days.
We offer a competitive compensation package that includes a fixed salary, a variable component based on performance, and an incentive/participation bonus.
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