Personal Banking Advisor

Jobtailor; Ferrette; Sur place; EUR 35 000 - 60 000; Plein temps

Résumé du poste

Jobtailor in France seeks an experienced financial advisor to advise clients and prospects, recommend and sell complex financial products, and manage a growing portfolio of clients. You will ensure follow-up and control of transactions and keep client data updated while adhering to risk management and security procedures.

The role requires a business degree and relevant experience; insurance and DCI certifications are a plus. This position offers on-site work in the Grand Est region of France.

Qualifications

• Bachelor's degree in business (Bac +3) minimum or a two-year degree (Bac +2) with significant professional commercial experience
• Authorization/certification for insurance and DCI would be ideal

Responsabilités

• Advise clients and prospects; recommend and sell complex financial products
• Develop, manage and monitor a portfolio of clients
• Ensure the follow-up and control of transactions
• Systematically update and enrich client data
• Ensure compliance with procedures related to risk management and security

Formation

Bachelor's degree in business (Bac +3) minimum

Two-year degree (Bac +2) with significant professional commercial experience

Description du poste

Responsibilities

• Advise clients and prospects; recommend and sell complex financial products
• Develop, manage and monitor a portfolio of clients
• Ensure the follow-up and control of transactions
• Systematically update and enrich client data
• Ensure compliance with procedures related to risk management and security

Qualifications

• Bachelor's degree in business (Bac +3) minimum, or a two-year degree (Bac +2) with significant professional commercial experience
• Authorization/certification for insurance and DCI would be ideal