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
Client relationship management, Sales, Financial planning, Real estate financing, Retirement planning, Regulatory compliance
Preferred skills
Autonomy, Reactivity, Confidentiality
Technologies
Mail, Telephone
Responsibilities
Manage a dedicated client portfolio, Conduct sales appointments (in-person or remote), Contribute to agency commercial results and PNB growth, Achieve sales targets while proposing adapted products, Ensure compliance of files, Communicate via available channels