Directeur Cercle Patrimonial - F/H
Core
Lead a private banking circle team in Melun, managing commercial and financial objectives for high-net-worth clients.
Role type
Senior IC private banking circle director (team lead)
Builds
Private banking services and wealth management solutions
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Commercial management, risk management, regulatory compliance, client portfolio development, team leadership, financial analysis
Preferred skills
Prior experience in private banking advisory, first-time management experience (3-5 years), commercial dynamism
Technologies
Banking software, CRM, risk management tools
Responsibilities
Lead the commercial team of Private Banking Advisors and Commercial Assistants, Pilot the circle's activity to meet commercial and financial targets, Develop and retain a client portfolio, Ensure application of procedures regarding delegations, operational risks, and regulations, Represent the bank to local economic actors and partners