Second d'Agence - Resp. Cl. Patrimoniale H/F - Chennevières sur marne (94)
Core
Manage a portfolio of high-net-worth individual clients, promoting and selling banking products and services while developing the agency's client base through appointments and cold calling.
Role type
Senior IC relationship manager (wealth management)
Builds
Client portfolios and agency revenue
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 specialized clients to specialists, monitor client risk and handle pre-contentious issues, update professional knowledge, perform specific animation missions, ensure agency operations in the Director's absence