Second d'Agence - Resp. Cl. Patrimoniale H/F - l'Hay les Roses (94)
Core
Managing a portfolio of high-net-worth individual clients and driving sales of banking products and services.
Role type
Senior Relationship Manager (High-Net-Worth Individuals)
Builds
Client portfolios and sales targets for a regional bank
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
sales, client acquisition, risk management, relationship management, prospecting, phone sales
Responsibilities
Promote and sell banking products and services, develop the high-net-worth client portfolio through appointments and phone activity, acquire new clients via recommendation and prospecting, relay to specialized advisors, monitor client portfolio risk and handle pre-contentious issues, update professional knowledge, perform specific animation missions, ensure agency operation in the Director's absence