Personal Banking Advisor: Grow Client Portfolios & Guidance

Crédit Agricole Alsace Vosges; Vagney; On-site; EUR 38,000 - 60,000; Full time

Job summary

Jobtailor in Vagney, Grand Est, France, is seeking a banking professional to manage and advise a portfolio of personal clients, and to sell complex financial products while ensuring data integrity and compliance.

The role requires a business degree (Bac+3) or equivalent, a willingness to pursue a banking career, and proven experience in banking; authorization such as DCI/Insurance is a plus and a strong customer focus is essential.

Qualifications

• Bachelor's degree in business or equivalent required.
• Bac+2 with significant commercial experience acceptable.
• Willingness to build a career in banking.

Responsibilities

• Manage and maintain a portfolio of personal clients.
• Advise clients and prospects.
• Recommend and sell complex financial products.
• Develop, manage and monitor a client portfolio.
• Oversee and control transactions and operations.
• Ensure client data is consistently updated and enriched.
• Ensure compliance with risk management and security procedures.

Skills

Portfolio management

Client advisory

Sales of financial products

Risk management

Education

Bachelor's degree in business

Bac+2 diploma with commercial experience

DCI authorization

Insurance authorization

Job description

Jobtailor in Vagney, Grand Est, France, is seeking a banking professional to manage and advise a portfolio of personal clients, and to sell complex financial products while ensuring data integrity and compliance.

The role requires a business degree (Bac+3) or equivalent, a willingness to pursue a banking career, and proven experience in banking; authorization such as DCI/Insurance is a plus and a strong customer focus is essential.