Conseiller Financier H/F - Secteur commercial Villemomble 93
Core
Financial advisor supporting clients with life projects like real estate financing and retirement planning.
Role type
Financial advisor (retail banking)
Builds
Client portfolios and sales of banking products
Domain
Retail banking
Deliverable
client delivery
Required skills
financial knowledge, legal knowledge, tax knowledge, sales skills, client relationship management, compliance awareness
Preferred skills
autonomy, reactivity, confidentiality, enthusiasm
Technologies
mail, telephone
Responsibilities
Manage a dedicated client portfolio, conduct sales meetings in person or remotely, contribute to commercial results and branch growth, achieve sales targets, ensure file compliance, communicate via available channels
Seniority
Entry to Mid-level, first experience required