Second d'Agence - Resp. Cl. Patrimoniale H/F - Chennevières sur marne (94)
Core
Managing a portfolio of high-net-worth individual clients by promoting and selling banking products and services.
Role type
Second in charge of agency (branch manager assistant)
Builds
Client portfolio growth and agency revenue targets
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
sales, client acquisition, risk management, relationship management, administrative processing
Preferred skills
digital tools, specialized market knowledge
Responsibilities
Promote and sell products and services, Develop high-net-worth client portfolio via appointments and phoning, Acquire new clients through referrals and prospecting, Relay clients to specialized advisors, Monitor client risk and handle pre-contentious issues, Update professional knowledge, Perform specific animation missions, Ensure agency operations in the absence of the Agency Director