Client Advisor for Professionals - Network of agencies and online bank - Aix-En-Provence, Provence-Alpes-Côte d'Azur, France
Aix-En-Provence
Key information
- Publication date:17 April 2024
- Workload:100%
- Contract type:Unlimited employment
- Place of work:Aix-En-Provence
Job summary
Join our team at Société Générale, a leading bank. Be part of an engaging work environment with growth opportunities.
Tasks
- Assist clients like Valentin and Sarah in business development.
- Provide tailored financial products and investment solutions.
- Manage risk and support financing applications effectively.
Skills
- 2+ years in client portfolio management required.
- Strong relationship-building and communication skills essential.
- Expertise in banking regulations and risk management needed.
Is this helpful?
Advisor Valentin who has just started his business in construction and wants to take stock of his results, accompany Sarah, a lawyer, who wants to finance her primary residence, or help Jacques, manager of a car dealership, who wants to invest in other businesses… On a daily basis as well as in key moments, you support your clients in the development of their businesses. Specifically, you will be required to:
- Support and advise your clients on the development of their activity, and monitor their profitability
- Offer suitable products and services (financing, investment, etc.)
- Prepare and follow up on financing files
- Master the risks related to your clients' activities
Participate in the commercial development of your agency
And what if it were you ?You build trusting relationships with your clients thanks to your responsiveness and your listening skills but especially thanks to your expertise.
- The banking offer for professionals, just like the financial, legal, and tax bases that govern them and the management of associated risks hold no secrets for you!
- Curious, rigorous, dynamic, and endowed with excellent interpersonal skills, you enjoy putting your energy into customer satisfaction and you have a taste for challenge
You have 2 years or more of experience in client portfolio management in the professional market
- The position requires AMF certification
- A driving license is essential
More than a position, a springboardThe job of Client Advisor for Professionals is key to discovering our Retail Banking network. Thanks to our personalized training programs and internal mobility, you can evolve into positions of Agency Director.
Joining SG allows you to benefit from numerous advantages:
days of telecommuting according to the rhythm of your service, remuneration (fixed and variable according to profile), profit-sharing, participation, additional leave and RTT, monetizable Time Savings Account, company restaurant and/or meal vouchers, advantageous parental policy, banking and housing benefits, mutual insurance and provident insurance, Company Social and Economic Committee (CSE) ...
How to join us?
You apply and take our selection tests
You meet during an interview with an HR representative and an operational manager
You quickly sign your employment contract if your profile is selected
Positions open in the DCR of Aix-en-Provence
Why choose us ?At Société Générale, we are convinced that people are the driving force of change, and that the world of tomorrow will be made up of all their initiatives, from the smallest to the most ambitious.
Whether you join us for a few months, a few years, or your entire career, together we have the means to have a positive impact on the future. Creating, daring, innovating, and undertaking are part of our DNA.
If you also want to be in action, evolve in a stimulating and caring environment, feel useful every day, and develop or strengthen your expertise, we are meant to meet!
Are you still hesitating?
Know that our employees can commit a few days a year for solidarity actions during their working hours: mentoring people in difficulty in their orientation or professional integration, participating in the financial education of young apprentices, or sharing their skills with an association. The formats of engagement are multiple.
About the company
Aix-En-Provence