Conseiller Financier H/F - secteur Saint Quentin 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 results for the branch
Domain
Banking / Personal Finance
Deliverable
product features
Required skills
Client relationship management, Sales, Financial planning, Legal and tax knowledge, Compliance
Preferred skills
Autonomy, Reactivity, Confidentiality
Responsibilities
Manage a dedicated client portfolio, Conduct sales meetings (in-person or remote), Achieve sales targets, Ensure file compliance, Communicate via various channels (email, phone)