Conseiller patrimonial (F/H)
Core
Manage and develop a portfolio of private banking clients and contribute to the implementation of the Group's commercial wealth management policy.
Role type
Private banking advisor
Builds
Client relationships and loan files for individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Prospecting, client advisory, portfolio analysis, risk assessment, relationship management
Preferred skills
Experience with private banking clientele
Technologies
None stated
Responsibilities
Establish a prospecting plan to acquire new clients, advise clients and prospects on tailored products and services, analyze the portfolio to identify commercial opportunities, study and prepare individual loan files from risk and profitability angles, manage and follow up on the private banking client relationship, work in synergy with wealth management advisors
Seniority
Mid-level, confirmed experience