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Conseiller en investissement | Secteur bancaire

25/09/2024
PermanentMoroccoOn site
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Job description

Missions :

Au sein d'une institution financière de premier plan, vos responsabilités seront les suivantes :

  • Proposer et mettre en œuvre une stratégie commerciale dédiée aux clients particuliers et au réseau de distribution ;
  • Développer et gérer un portefeuille clients en assurant une prospection active et en animant l'équipe de vente sur le terrain ;
  • Contribuer à l’atteinte des objectifs commerciaux, en apportant des conseils sur-mesure, en réalisant les transactions rapidement et en répondant efficacement aux demandes et réclamations des clients ;
  • Élaborer et diffuser les rapports de gestion des produits financiers dédiés, ainsi que les reportings réguliers aux clients.


Profile description

Description du profil :

  • Solide compréhension des indicateurs économiques ;
  • Expertise dans les produits d'investissement tels que les OPCVM et autres solutions d'épargne ;
  • Aisance relationnelle et capacité à développer une relation de confiance avec les clients ;
  • Excellente maîtrise des outils Microsoft Office (notamment Excel et PowerPoint).


Job location
We are looking to fill 1 positions.
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