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Financial Advisor
Il y a 2 mois
**About IPAC Bachelor Factory**
We are a leading educational institution with 12 campuses offering high-return Bachelor's programs with strong professional and employability prospects.
**Job Opportunity**
We are seeking a financial services partner (Bank and Insurance) and in the context of a Bachelor's degree in Banking and Insurance (Certified Title of Level II - Bac - recognized by the State and validating ECTS credits) a Financial Advisor intern.
**Key Responsibilities**
- Welcoming and managing clients of the agency.
- Managing your portfolio consisting of individual clients.
- Animate the commercial relationship in its entirety:
- Welcoming and advising clients and prospects on products and services tailored to their needs
- Developing customer knowledge during meetings
- Participating in the commercial development of the agency
- Ensuring the good conformity of initiated operations and respect for decision-making limits
**Requirements**
- Commercial and challenge-seeking, dynamic, relational sense, autonomy.
- Bac validated or hold ECTS credits
**Compensation**
Gratification of 3.90€/hour
