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Il y a 3 mois
About Crédit Mutuel Alliance Fédérale
As the second largest retail banking institution in France, Crédit Mutuel Alliance Fédérale serves a vast clientele of 17.4 million customers through a network of 4,459 locations. Our commitment lies in mutual banking principles, local engagement, technological advancements, and integrated financial services.
Position Overview: We are looking to enhance our team at the Louvre-Montorgueil agency by recruiting a Patrimonial Advisor.
Your Responsibilities:
- Oversee a diverse portfolio of Wealth Management clients utilizing various communication channels.
- Offer expert guidance on legal, fiscal, and financial matters related to client initiatives.
- Foster client loyalty by anticipating their requirements with customized financial solutions.
- Collaborate with internal experts to deliver holistic services to our clientele.
What We Provide: Employees at Crédit Mutuel Alliance Fédérale enjoy numerous benefits, including profit-sharing schemes, options for remote work, opportunities for professional growth, and favorable banking terms.
Ideal Candidate Profile: We seek individuals with strong interpersonal skills, a knack for sales or customer relations, and the ability to work effectively in a team environment. If you are personable, adaptable, inquisitive, and meticulous in your work, we encourage you to consider this opportunity.
