Client Portfolio Banker Ii

Ingalcivil Com Au

Zone Sud, France
Develop and advise a+ client portfolios
Financial planning for clients
Proactive client needs assessment
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.
  • With other colleagues in your region, you are responsible for the proper functioning and animation of the financial results of the region.
  • We offer a clear objective, a unique offer and a flexible remuneration package with 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 client needs assessment
  • Drive regional financial results
  • Utilize Sales-Force and other tools

Nice-to-have

  • Enthusiastic about helping others succeed
  • Creative problem-solving skills
  • Interest in the financial world
  • Adaptable to changing environments

Key Requirements

  • Minimum 80% work schedule
  • Perfect knowledge of French and German
  • Good communication in English
  • Compliance with MiFID legislation

Work Rights

Not specified

Tailored Resume

Cover Letter