Wealth Management Advisor M/F

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…

Required skills

wealth management financial planning customer loyalty customer relationship management private banking

Sign up to apply

Create a free account to apply for this job and get access to:

AI-powered CV optimization for this specific job
Save jobs and create custom alerts
See your CV match score for each job

Create free account Log in

Find similar jobs

Explore more opportunities like this one.

Jobs in France

Interested in this position?

Create your free account and tailor your CV to match this job.