Conseiller Clientèle Privée - Villeneuve le Roi - Orly H/F
Core
Private banking advisor managing a portfolio of high-net-worth clients, providing solutions in savings, credit, and insurance while developing business through prospecting.
Role type
Private banking advisor (IC)
Builds
Client portfolios and credit files
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, sales prospecting, credit analysis, risk management, portfolio management, financial product knowledge
Preferred skills
teamwork, career growth mindset
Technologies
banking software, credit management systems