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Crédit Agricole Nord Midi Pyrénées

1 year ago

Wealth Management Advisor M/F

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Company information

Company
Crédit Agricole Nord Midi Pyrénées
Location
France, Occitanie, Aveyron France
Posted
1 year ago
View all jobs at Crédit Agricole Nord Midi Pyrénées

Job description

Within our Private Bank and under the responsibility of the Director of the Patrimonial Agency of the Department, you will be in charge of supporting, consolidating and developing the wealth management clientele of a group of agencies that will be entrusted to you. Your missions: After a support plan and with the support of your Manager and cross-functional teams, your main missions will be to: - Develop and manage your portfolio of wealth management clients through customer loyalty, the r…

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