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Fortuneo - BAC+5 ECGPC
Fortuneo - BAC+5 ECGPCFortuneo • Paris, Île de France
Fortuneo - BAC+5 ECGPC

Fortuneo - BAC+5 ECGPC

Fortuneo • Paris, Île de France
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

MISSIONS

En qualité de Conseiller clientèle patrimonial , vos principales missions seront de :

  • Développer la clientèle patrimoniale via la prise de rendez-vous qualifiés,
  • Créer de fiches thématiques et missions ponctuelles en appui du service,
  • Contribuer à la fidélisation de nos clients et promouvoir la gamme de nos produits patrimoniaux.
  • Renforcer l’attachement de la clientèle à la marque grâce à un suivi régulier et de qualité.

PROFIL RECHERCHÉ

  • Titulaire d'un Bac+3
  • Appétence pour les produits financiers,
  • Connaissance des marchés financiers et de la fiscalité,
  • Tempérament commercial,
  • Bonne capacité d’analyse
Créer une alerte emploi pour cette recherche

Fortuneo - BAC+5 ECGPC • Paris, Île de France

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