Client Advisor for Professionals - Network of agencies and online bank - Aix-En-Provence, Provence-Alpes-Côte d'Azur, France chez SOCIETE GENERALE Private Banking (Suisse) SA

This job ad was AI-translated from French. See originalJob summaryShowJoin SG, a leading bank focused on client satisfaction! Great growth opportunities await you.TasksSupport clients in developing their businesses and achieving goals.Build a strong client portfolio through networking and recommendations.Promote products and manage client financing requests effectively.Skills2 years of experience in client portfolio management required.Strong interpersonal skills and a sense of ethics are essential.Dynamic, organized, and adaptable team player is needed.AI Generated SummaryIs this helpful? Your daily missionsProviding the best customer experience, that is your mission!  Advisor Valentin, a young entrepreneur who has just started his business in construction and wants to take stock of his results, supporting Sarah, a lawyer who wants to finance her primary residence, or helping Medhi, manager of a car dealership, who wants to invest in other businesses… In daily life as well as in key moments of their activity, you support your clients in the development of their businesses.You 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 in the development of their activity, offer products and services tailored to their personal and professional needs, to retain your clientele Contribute to the dynamism of your agency by developing your portfolio through the acquisition of new clients, particularly within the family circle, referrals, sponsorship… Promote product and service offers and participate in campaigns initiated locally, regionally, or nationally Prepare and argue the financing files of your clients, while respecting the procedures Master the risks related to your clients’ activities and monitor the profitability of your client portfolio And what if it were you ?Above all, it is your personality that we will love! •       Equipped with very good interpersonal skills and a genuine sense of listening, your priority is to support your clients’ projects with ethics and responsibility to meet their expectations•       You know how to convince and demonstrate pedagogy towards your clients•       Dynamic and positive, you enjoy working in a team and show adaptability in all circumstances   •       Organized and rigorous, you know how to prioritize your actions (Experienced): You have a minimum of 2 years of experience in client portfolio management in the professional market. You are familiar with banking offers for professionals, you master the financial, legal, and tax bases that govern them and the associated risk management.(Junior): You hold a Bac +5 degree in commercial, banking, or business finance with initial experience (internship, apprenticeship, fixed-term contract) in client relations, ideally in the banking or financial sector. You know the financial, legal, and tax bases related to your activity. This position requires AMF certification.If needed : A driving license is essential for this position.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 to prepare you in the best conditions. Your success will give you access to a dynamically evolving career with the possibility of advancing to new professions (Deputy Agency Director, TPE Business Manager, Regional Market Animator for Professionals…)Joining SG allows you to benefit from numerous advantages:  Compensation package (fixed, variable, profit-sharing, participation), telecommuting, additional leave and RTT, monetizable Time Savings Account, company restaurant and/or meal vouchers, advantageous parental policy, banking benefits, mutual insurance and provident insurance, Company Social and Economic Committee (CSEE)…How to join us? 1. You apply and your application is accepted, congratulations!2. You take our selection tests3. You have an interview with an HR representative and an operational manager 4. Congratulations!  You quickly sign your contract and join your new teamWhy 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 and 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 integrating a team of talents, committed to their clients and focused on the future. At SG, grow your ambitions.Aix Sextius agency open from Monday to Friday.