Second d'Agence - Resp. Cl. Patrimoniale H/F - Montigny la Sourderie 78
Core
Managing a portfolio of high-net-worth individual clients and driving agency growth through sales, prospecting, and client acquisition.
Role type
Senior relationship manager (wealth/retail banking)
Builds
Client portfolios and agency revenue
Domain
Retail banking / Wealth management
Deliverable
client delivery
Required skills
sales, prospecting, client acquisition, risk management, relationship management, product knowledge
Preferred skills
digital tools, specialized market knowledge (GP, PRO), management
Responsibilities
Promote and sell banking products and services, develop the high-net-worth client portfolio via appointments and cold calling, acquire new clients through referrals and prospecting, refer clients to specialized advisors, monitor and manage client risk and pre-contentious issues, update professional knowledge, perform specific animation tasks, ensure agency operations in the director's absence