CareerPlan

Commercial - Conseils aux professionnels H/F

Bordeaux, Aquitaine, FRRemoteFull-time€35k2026-06-01 → 2026-11-07

Core

Financial advisor for professional clients, focusing on portfolio management, banking insurance sales, and building trusted relationships to co-construct client projects.

Role type

Senior IC commercial banker (professional clients)

Builds

Banking insurance products and financial advisory services

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

portfolio management, sales, financial advisory, relationship building, organization, written communication

Preferred skills

persuasion, conviction

Responsibilities

Manage and grow a portfolio of professional clients, sell banking insurance products, build trust with clients, organize weekly activities autonomously, meet quantitative and qualitative targets.

Seniority

Mid-level, hands-on IC