Chargé d'Affaires Gestion Privée H/F - Secteur Ouest 94
Core
Manage, retain, and grow a portfolio of private banking clients through comprehensive wealth management and personalized service.
Role type
Private Banking Relationship Manager
Builds
Wealth management solutions and banking products for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
portfolio management, wealth management techniques, financial product knowledge, sales methods, client relationship management
Preferred skills
advanced wealth management expertise, upselling to private banking
Responsibilities
conduct comprehensive wealth management meetings, diagnose and propose tailored financial solutions, ensure personalized client follow-up, acquire new clients via referrals, upgrade existing clients to private banking services, optimize portfolio profitability
Seniority
Mid-level, experienced professional