Second d'Agence - Responsable de Clientèle Patrimoniale H/F - Reuil - Centre 92
Core
Managing a high-net-worth retail client portfolio, driving sales of banking products, and prospecting new clients.
Role type
Senior relationship manager (wealth/retail)
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, prospecting
Responsibilities
Promote and sell banking products and services, develop the high-net-worth client portfolio through appointments and cold calling, acquire new clients via referrals and prospecting, relay complex cases to specialized advisors, monitor client risk and handle pre-contentious issues, update professional knowledge, perform specific animation tasks, ensure agency operations in the Director's absence