Summary: The role of Banquier Privé at LCL in Amiens involves providing proactive and sustainable wealth management services to clients, primarily business leaders and professionals. The position requires developing client relationships, offering tailored financial solutions, and ensuring high-quality service while adhering to corporate social responsibility standards. The successful candidate will work within a dynamic team and contribute to the growth of the client portfolio in a premium banking environment.

Key Responsibilities:

• Advise and support clients in managing their wealth according to their specific needs.
• Ensure personalized and quality follow-up, respecting corporate social responsibility (CSR) issues.
• Actively contribute to client satisfaction by maintaining strong relational approaches and offering customized solutions.
• Participate in the development of the client portfolio by strengthening trust relationships and adopting a proactive commercial approach.
• Collaborate with expert teams to provide high-value wealth advisory services.
• Analyze clients' situations by establishing wealth assessments.
• Guide clients in managing their wealth and advise on investments and credit, considering their situations and legal and tax constraints.
• Maintain a trusting relationship with clients through regular follow-up in commercial relations.
• Negotiate margins and entry rights in line with market realities.
• Develop business with target clientele.
• Support wealth advisors by sharing your experience.
• Ensure the quality of services offered, compliance with regulations, and risk management.
• Conduct regular economic and financial monitoring.

Key Skills:

• Commercial skills: negotiation sense, ability to detect opportunities and persuade.
• Goal and results-oriented: ability to measure performance and adjust approaches to maximize results.
• Interpersonal skills: excellent contact and client relationship management.
• Adaptability: ability to thrive in a demanding environment and address varied issues.
• Experience in wealth management and expertise in finance and taxation.
• Mastery of wealth management software and office tools.
• Minimum education level: Bac + 5 / M2 or higher in Wealth Management or related fields.
• Minimum experience: 3 - 5 years in wealth management.

Salary (Rate): undetermined

City: Amiens

Country: France

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Finance