Client Portfolio Banker Ii

Armaokchapter

Develop and advise a+ client portfolios
Financial planning for clients
Proactive response to client needs
You are responsible for the development of, and advice to, an A+ client portfolio and you are responsible for their financial planning

Job Summary

  • You are responsible for the development of, and advice to, an A+ client portfolio and you are responsible for their financial planning.
  • Your expertise allows you to acquire new clients and ensure the growth of your portfolio.
  • We offer you a clear objective, a unique offer and a flexible remuneration package accompanied by other benefits.

Matching Summary

You are responsible for the development of, and advice to, an A+ client portfolio and you are responsible for their financial planning.

Skills & Requirements

Must-have

  • Develop and advise A+ client portfolios
  • Financial planning for clients
  • Proactive response to client needs
  • Drive asset portfolio growth
  • Build trusted client relationships
  • Utilize digital client guidance
  • Master French and German languages

Nice-to-have

  • Enthusiastic about helping others succeed
  • Propose creative solutions to problems
  • Visible interest in the financial world

Key Requirements

  • MiFID legislation compliance
  • Compliance and risk management legislation
  • Communicate well in English

Work Rights

Not specified

Tailored Resume

Cover Letter