Chargé d'Affaires Gestion Privée H/F - Secteur Nord Est 78
Core
Manage, retain, and grow a portfolio of dedicated clients through global wealth management meetings, tailored solution design, and personalized follow-up to drive commercial results and Net Interest Margin (PNB) growth.
Role type
Wealth Management Relationship Manager (Private Banking)
Builds
Personalized wealth management solutions and client retention strategies for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
portfolio management, financial product mastery, sales techniques, client relationship management, wealth preservation strategies
Preferred skills
advanced wealth management training, upselling to private banking
Responsibilities
Conduct global wealth management meetings, diagnose and propose tailored financial solutions, ensure personalized client follow-up, develop external acquisition through client referrals, upgrade client portfolios to Private Banking, optimize portfolio profitability
Seniority
Mid-level, experienced professional