Second d'Agence - Resp. Cl. Patrimoniale- Vernouillet 78 F/H
Core
Manage a high-net-worth individual client portfolio, driving sales of banking products and services while ensuring risk control and client acquisition.
Role type
Senior Relationship Manager (High Net Worth Individuals)
Builds
Banking products and services for high-net-worth individuals
Domain
Banking / Wealth Management
Required skills
Sales and business development, client acquisition and prospecting, risk management, relationship management, service delivery
Preferred skills
Commercial mindset, adaptability, teamwork
Responsibilities
Promote and sell products and services, develop the high-net-worth client portfolio through appointments and cold calling, acquire new clients via referrals and prospecting, relay to specialized advisors, monitor and manage client risk and pre-contentious issues, update professional knowledge, perform specific animation missions, ensure agency operations in the Director's absence