Conseiller Financier H/F - Domont 95
Core
Financial advisor supporting clients with life projects like real estate financing and retirement planning.
Role type
Financial advisor (retail banking)
Builds
Client portfolios and sales of banking products
Domain
Banking / Personal Finance
Deliverable
product features
Required skills
Real estate financing, retirement planning, sales, compliance, financial knowledge, legal knowledge, tax knowledge
Preferred skills
Customer relationship management, commercial drive, autonomy, reactivity
Technologies
Mail, telephone
Responsibilities
Manage a dedicated client portfolio, conduct sales meetings in person or remotely, contribute to agency commercial results, achieve sales targets, ensure file compliance, communicate via available channels