Second d'Agence - Responsable de Clientèle Patrimoniale H/F - Bois Colombes 92
Core
Managing a high-net-worth individual client portfolio, promoting and selling banking products, and prospecting new clients.
Role type
Senior Wealth Management Client Advisor
Builds
High-net-worth client portfolio growth and product sales
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
sales, client acquisition, risk management, relationship management, product knowledge
Responsibilities
Promote and sell products and services, develop the high-net-worth client portfolio through appointments and phoning, acquire new clients via recommendation 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