Chargé d'Affaires Gestion Privée H/F - Secteur Nord Est 78
Core
Manage, retain, and grow a portfolio of dedicated private banking clients through global wealth management meetings and personalized follow-up.
Role type
Private Banking Relationship Manager
Builds
Wealth management solutions and private banking services for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
portfolio management, financial products knowledge, sales techniques, wealth management methods, client relationship management, commercial skills
Responsibilities
Prepare and lead global wealth management meetings, diagnose and propose tailored solutions, ensure personalized client follow-up, develop external acquisition through client referrals, upgrade clients to private banking, optimize portfolio profitability
Seniority
Mid-level, experienced professional