Your main missions will include contact with clients by phone/email, preparation of appointments for private bankers, and daily work on account movements and operations
Job Summary
Your main missions will include contact with clients by phone/email, preparation of appointments for private bankers, and daily work on account movements and operations.
Key responsibilities involve managing life insurance contracts (payments, redemptions, mandate changes), opening accounts, and regularizing client documentation.
You will act as an interface between the banker and various bank departments, and draft credit notes, requiring rigor, organization, and autonomy.
Matching Summary
Your main missions will include contact with clients by phone/email, preparation of appointments for private bankers, and daily work on account movements and operations.