Conseiller(ère), Relation client en épargne et retraite collective
Core
Act as the primary client contact to manage the global client relationship and support plan sponsors in managing their collective pension regimes.
Role type
Senior client consultant (collective pension and savings)
Builds
Collective pension and savings solutions for plan sponsors and their employees
Domain
Financial services / Collective pension and retirement planning
Deliverable
client delivery
Required skills
collective pension expertise, proactive client advisory, investment knowledge, governance, tax knowledge, solution-oriented sales, time management
Preferred skills
RPA and CAAS certifications, AMF license in collective annuities, 5-7 years of relevant experience, English fluency
Technologies
N/A
Responsibilities
Maintain relationships with an assigned client portfolio and provide proactive advisory services; Develop and maintain a strong client portfolio by presenting tailored solutions; Participate in meetings with finalists to support new contract acquisition; Lead and contribute to ad-hoc projects to improve the client experience; Train and mentor team members; Stay informed of industry trends and competitive environment.
Seniority
Mid-Senior level (5-7 years experience required)