Personal Banking & Investment Advisor

Crédit Agricole Alsace Vosges; Le Thillot; Presencial; EUR 32 000 - 52 000; Tempo integral

Resumo da oferta

Jobtailor in France is seeking a Banking Sales Specialist to manage a retail client portfolio, advise on complex financial products, and monitor transactions per risk procedures. The role requires a Bac+3 in business or Bac+2 with sales experience, plus a strong commitment to banking. DCI certification and insurance sales authorization are ideal.

Independent sales targets apply in a dynamic banking environment within the Grand Est region. On-site work in Le Thillot is expected.

Qualificações

• Bachelor's degree in business (Bac+3) minimum, or a two-year degree (Bac+2) with significant commercial/sales experience
• Strong commitment to building a career in banking
• Authorization to sell insurance products and DCI certification would be ideal

Responsabilidades

• Manage and maintain a portfolio of individual retail customers
• Advise customers and prospects; propose and sell complex financial products
• Develop, manage and monitor a client portfolio
• Ensure monitoring and control of transactions
• Routinely update and enrich customer-related data
• Ensure compliance with risk management and security procedures

Conhecimentos

customer advising

sales skills

portfolio management

communication skills

Formação académica

Bachelor's degree in business (Bac+3)

Bac+2 with significant sales experience

Descrição da oferta de emprego

Jobtailor in France is seeking a Banking Sales Specialist to manage a retail client portfolio, advise on complex financial products, and monitor transactions per risk procedures. The role requires a Bac+3 in business or Bac+2 with sales experience, plus a strong commitment to banking. DCI certification and insurance sales authorization are ideal.

Independent sales targets apply in a dynamic banking environment within the Grand Est region. On-site work in Le Thillot is expected.