Conseiller en Gestion de Patrimoine - CDD H/F
Core
Manage and develop a client portfolio by identifying commercial opportunities and recommending tailored financial solutions.
Role type
Wealth Management Advisor (Client Portfolio Development)
Builds
Client portfolios and financial investment solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Lead processing, commercial opportunity identification, solution recommendation, client relationship management, multi-channel communication (in-person, video, phone, digital), portfolio tracking and retention
Preferred skills
Proactivity, tenacity, curiosity, organization
Technologies
Digital tunnels, video conferencing tools, CRM systems
Responsibilities
Process leads generated by media/marketing teams, identify commercial opportunities, recommend adapted financial solutions, concretize advice and recommendations, develop client portfolio proactively, accompany clients via various channels, follow up and retain client portfolio