Second d'Agence - Resp. Cl. Patrimoniale H/F - l'Hay les Roses (94)
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
Second in charge of the agency - Wealth Class (Retail Banking)
Builds
Retail banking products and services for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
sales, client acquisition, risk management, relationship management, cold calling, appointment setting
Responsibilities
Promote and sell products and services, develop the high-net-worth client portfolio, acquire new clients through referrals and prospecting, relay to specialized advisors, monitor client risk and handle pre-contentious issues, update professional knowledge, perform specific animation missions, ensure agency operations in the Director's absence