Essential Client Advisor - Network of agencies and online bank - Montmirail, Grand Est, France
Key information
- Publication date:04 April 2025
- Workload:100%
- Contract type:Unlimited employment
- Place of work:Montmirail
Job summary
Join SG to offer the best client experience every day! You'll thrive in a supportive environment with growth opportunities.
Tasks
- Advise clients on tailored financial products and services.
- Grow your client portfolio by attracting new customers.
- Collaborate with experts for specialized client projects.
Skills
- 2+ years in client portfolio management, preferably in banking.
- Excellent interpersonal skills and adaptability to clients.
- Dynamic, team-oriented, and capable of multitasking.
Is this helpful?
Providing the best customer experience, that is your mission!
Advising Sarah and Louis for the financing of their car, opening an account for little Théa who has just been born, helping Isabelle prepare for her retirement or Valentin finance his studies… In daily life as well as in key moments of life, you support clients in the development of their projects.
You will join a warm, supportive team, and your manager will guide you throughout your journey to develop a high level of expertise recognized among our advisors.
Specifically, you will be required to:
- Support and advise your clients by offering them products and investments tailored to their needs (payment methods, consumer credit, insurance, savings, etc.) to retain your clientele
- Contribute to the dynamism of your agency by developing your portfolio through the acquisition of new clients and their recommendations
- Analyze the financial situation of your clients and the risks associated with operations
- Work in synergy with our experts within the Bank to assist you in the specific projects of your clients (wealth management, zero-interest loans, etc.)
- Assist clients in using digital tools on the SG App, which allows them to carry out their daily operations independently
Above all, it’s your personality that we will love!
• Equipped with excellent interpersonal skills and a genuine sense of listening, you know how to adapt to each client profile
• You know how to persuade and demonstrate pedagogy towards your clients
• Dynamic and positive, you enjoy working in a team and show adaptability in all circumstances
• Rigorous and efficient, you know how to manage multiple tasks simultaneously
You have a minimum of 2 years of experience in client portfolio management in the banking sector
More than a position, a springboardBecoming an Advisor at SG means experiencing a rewarding journey and participating in our ambition to become the reference bank for customer satisfaction. You will benefit from personalized training, and your success will give you access to a dynamically evolving career with the possibility of moving into new roles (premium advisor, business account manager…)
Joining SG allows you to enjoy numerous benefits:
Compensation package (fixed, variable, profit-sharing, participation), remote work, additional leave and RTT, monetizable Time Savings Account, company restaurant and/or meal vouchers, advantageous parental policy, banking benefits, health insurance and provident fund, Social and Economic Committee (CSEE)…
How to join us?
1. You apply and your application is accepted, congratulations!
2. You take our selection tests
3. You have an interview with an HR representative and an operational manager
4. Congratulations! You quickly sign your contract and join your new team
Why choose us?With 1,400 agencies and 25,000 employees across France, SG is the retail bank of the Société Générale group. At SG, you can develop your skills and deepen your expertise in an environment that combines challenge and kindness, offering you constant support from your managers and HR representatives, along with the benefits of a large group. At SG, our success relies on teamwork, diversity, and the complementarity of our professions. Committed alongside our clients and aware of our role to play, we support them in their development projects.
Joining SG means becoming part of a team of talents, committed to their clients and focused on the future. At SG, grow your ambitions.