Second d'Agence - Resp. Cl. Patrimoniale H/F - Saint Germain en laye 78
Core
Managing a portfolio of high-net-worth individual clients by promoting and selling banking products and services.
Role type
Senior IC relationship manager (wealth/retail banking)
Builds
Client portfolios and agency revenue targets
Domain
Retail banking / Wealth management
Deliverable
client delivery
Required skills
sales, client acquisition, risk management, relationship management, prospecting, phone sales
Responsibilities
Promote and sell products and services, develop the high-net-worth client portfolio through appointments and cold calling, acquire new clients via referrals and prospecting, relay to specialized advisors, monitor client risk and handle pre-contentious issues, update professional knowledge, perform specific animation missions, ensure agency operations in the director's absence