You will be responsible for managing consolidated client portfolios in the Select universe, offering hybrid service and complete financial consulting with a focus on relationship monetization and loyalty
Job Summary
You will be responsible for managing consolidated client portfolios in the Select universe, offering hybrid service and complete financial consulting with a focus on relationship monetization and loyalty.
Key responsibilities include conducting consultative service, alternating digital and in-person channels as needed, performing individualized financial planning, and guiding on the portfolio.
Benefits include variable remuneration (PLR + RV), medical and dental assistance, meal and food allowance, supplementary pension, life insurance, childcare assistance, Gympass or Totalpass, and transportation voucher.
Matching Summary
You will be responsible for managing consolidated client portfolios in the Select universe, offering hybrid service and complete financial consulting with a focus on relationship monetization and loyalty.