Conseiller clientèle auprès des particuliers au Crédit Agricole. Proposez des solutions d'épargne et de crédit tout en développant un portefeuille clients.
About the role
- Advising high-net-worth individuals and business owners on financial needs and strategies. Develop tailored investment and asset management solutions with a focus on personal development.
Responsibilities
- Comprehensive advisory services: You will advise high-net-worth private clients and entrepreneurs (in their personal capacity) across all financial areas, taking into account each client's individual goals, preferences and circumstances.
- Tailored investment and wealth concepts: You will develop customized strategies and solutions in the areas of asset investment, wealth structuring, retirement provision, financing and liquidity management.
- Targeted new client acquisition: You will acquire high-quality new clients and strengthen our network in the regional affluent private client segment.
- Collaboration with specialists: You will actively involve specialists and leverage the full range of our services and product offerings in the private client business to develop holistic solutions.
- Regional representation: You will act as a professional point of contact for our bank in the region, build sustainable relationships and strengthen our position in Private Banking.
Requirements
- Completed banking training and several years of market and sales experience in private client advisory, securities consulting or Private Banking.
- Very good knowledge of investment products, securities and financial markets.
- A confident, professional manner and strong communication and advisory skills.
- Sales aptitude, negotiation confidence and enthusiasm for shaping customer relationships.
- A high degree of service orientation, discretion and a strong sense of responsibility.
Benefits
- A start that leaves no questions unanswered: To make your entry easier, you will receive an individual onboarding program tailored to you.
- Security: If you value a secure employer that takes responsibility for its employees, you will feel at home with us.
- Our corporate culture: At VerbundVolksbank OWL you can expect a respectful working environment, mutual support and plenty of room for your ideas.
- Professional development: We support your potential with targeted training opportunities for personal and professional development so you can grow with us.
- Work–life balance: We offer flexible working hours, 30 vacation days and additional days off at Christmas and on New Year's Eve.
- Additional benefits: You will enjoy a range of further advantages such as an attractive pension plan, bike and electronics leasing, a mobile massage service, team events and much more.
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