[INTERNE] Conseiller en développement patrimonial (F/H) - Varennes-Vauzelles (58)
Core
Develop and manage a high-end client portfolio, offering individualized wealth management services and selling a full range of banking and financial products.
Role type
Wealth management advisor (high-end clients)
Builds
Banking and financial products, high-end dedicated offers
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client portfolio management, high-end client service, sales of banking and financial products, commercial target achievement
Responsibilities
Develop and manage a high-end client portfolio, offer individualized wealth management services, commercialize the full range of banking and financial products, contribute to commercial objectives