Second d'Agence - Resp. Cl. Patrimoniale H/F - Guyancourt 78
Core
Managing a high-net-worth retail client portfolio, promoting and selling banking products, and developing the agency's client base through appointment setting and cold calling.
Role type
Retail banking relationship manager (high-net-worth)
Builds
Retail banking products and services for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
sales, client acquisition, cold calling, risk management, relationship management
Preferred skills
adaptability, service orientation, teamwork
Technologies
CRM systems, telephony tools
Responsibilities
Promote and sell banking products and services, Develop the high-net-worth client portfolio via appointments and cold calling, Acquire new clients through referrals and prospecting, Relay clients to specialized advisors, Monitor and manage client portfolio risk and pre-contentious issues, Update professional knowledge, Perform specific animation missions assigned by hierarchy
Seniority
Junior to Mid-level, first experience required