Primary responsibilities include guiding clients through key life financial decisions, proposing tailored banking products and investments, such as mortgage loans, insurance, and savings plans. You will analyze clients' financial situations, assess associated risks, collaborate with specialized advisors, and contribute to the commercial development of your agency.
Required experience includes excellent interpersonal skills, strong sales and negotiation techniques, in-depth knowledge of banking products for high-net-worth clients, and understanding of financial, legal, and tax foundations relevant to wealth management. Candidates should demonstrate energy, positivity, and the ability to develop client relationships effectively.
The role offers competitive compensation with fixed and variable pay, additional benefits like supplementary days off, employee savings plans, meal vouchers, banking advantages, comprehensive health coverage, and opportunities for internal mobility and professional development within a large, diverse banking group committed to sustainable development.
