Personal Banking Advisor

Responsibilities

• Manage and maintain a portfolio of individual retail customers
• Advise customers and prospects; propose and sell complex financial products
• Develop, manage and monitor a client portfolio
• Ensure monitoring and control of transactions
• Routinely update and enrich customer-related data
• Ensure compliance with risk management and security procedures

Qualifications

• Bachelor's degree in business (Bac+3) minimum, or a two-year degree (Bac+2) with significant commercial/sales experience
• Strong commitment to building a career in banking
• Proven successful experience in a banking environment
• Authorization to sell insurance products and DCI certification would be ideal

Hard Skills

• financial products
• risk management
• transaction monitoring
• customer data management

Soft Skills

• customer advising
• sales skills
• portfolio management
• communication skills

Certifications

• DCI certification
• insurance sales authorization