Second d'Agence - Responsable de Clientèle Patrimoniale H/F - Reuil - Centre 92
Core
Manage a portfolio of high-net-worth individual clients, promoting and selling banking products and services while developing the client base through appointments and cold calling.
Role type
Wealth management relationship manager (high-net-worth individuals)
Builds
Client portfolios and sales of banking products
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