Private Banking Relationship Manager at Crédit Agricole

Credit Agricole Career
Credit Agricole Career

Job Description

  • Coach, manage PB ROs and provide them with necessary guidance to meet their objectives.
  • Solicit new clients to achieve the yearly targets and assets under management
  • Ensure that appropriate client investment questionnaires are prepared and that clients risk appetite and investment strategy are appropriately identified.
  • Maintain awareness of the latest PB products and developments in the market.

Job Requirements

  • Minimum 6 years’ of banking experience
  • Strong knowledge of and demonstrated ability to sell PB products and services, wealth management and investment products
  • Team building & leadership
  • Good education and understanding of markets and investment products
  • Certified Portfolio Management
  • Ability to grasp quickly sophisticated banking and new products
  • Special focused training in Portfolio management

Apply Via The Following Link

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