Conseiller Financier H/F - secteur Sartrouville 78
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 and services
Domain
Retail banking / Personal finance
Deliverable
client delivery
Required skills
Real estate financing, retirement planning, sales, compliance, communication
Preferred skills
Financial, legal, and tax knowledge
Responsibilities
Manage a dedicated client portfolio, conduct sales meetings in person or remotely, achieve sales targets, ensure file compliance, communicate via various channels