Second d'Agence - Responsable de Clientèle Patrimoniale H/F - Bois Colombes 92
Core
Managing a high-net-worth retail client portfolio, promoting and selling banking products, and prospecting new clients.
Role type
Senior IC relationship manager (retail wealth)
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
Preferred skills
digital adoption, specialized market knowledge
Responsibilities
Promote and sell products and services, develop the high-net-worth client portfolio via appointments and cold calling, 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