Courtier en financement F/H
Core
Develop and expand a portfolio of professional clients by analyzing their financial needs and building financing dossiers from A to Z.
Role type
Senior financial broker (credit)
Builds
Tailored financing solutions for professional clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Active network of CGP, family offices, and asset insurers; Client prospecting; Financial project analysis; Dossiers structuring
Preferred skills
Experience in a high-end, strategy & performance-oriented environment; Established presence in a CGP or insurer network
Technologies
N/A
Responsibilities
Prospecting and developing a portfolio of professional clients; Analyzing client financial projects and needs; Building financing dossiers by optimizing financial aspects; Accompanying clients from dossier creation to completion
Seniority
Senior, hands-on IC