مسؤول محفظة عملاء (ذ/أنثى) | تمنصورت (المغرب)

Job description

Company culture :

Fondation Arrawaj features a culture primarily shaped by innovation, promoting creativity, agility and experimentation to drive impact and transformation. This orientation is strengthened by a competitive dimension, reflecting a strong focus on performance and results. Collaboration and organizational structure further contribute to the overall balance by supporting teamwork, accountability and structured ways of working. The environment appeals to autonomous, committed profiles who thrive in dynamic and evolving contexts.

Job :

Join our dynamic team in the Banking/Finance sector as a Portfolio Manager. Based in Tamansourt, this position represents a unique opportunity to actively contribute to the management and development of a client portfolio within a recognized financial institution.

The main objective of this role is to ensure customer satisfaction and loyalty, while developing new business opportunities. You will be a key player in achieving portfolio growth objectives by offering financial solutions adapted to each client's needs.

Your responsibilities will include the daily management of an existing client portfolio, analyzing their financial needs, and proposing relevant banking products and services. You will also be responsible for prospecting new clients to expand your portfolio. A significant part of your mission will involve monitoring financial market developments and maintaining active competitive intelligence to anticipate trends.

Required profile :

For this position, a Bachelor's degree (Bac +3) is required. A specialization in Banking, Commercial/Sales/Export professions would be a major asset for success in this role.

1 to 3 years of previous experience in a similar position, ideally in the banking or financial sector, is sought. This experience should have allowed you to develop a thorough understanding of financial products and customer management techniques.

Excellent interpersonal skills and a strong sense of customer service.
Analytical and synthesis skills to assess financial needs.
Mastery of sales and negotiation techniques.
Autonomy, rigor, and organizational skills.
Comfort with IT tools and banking software.
If you are looking for a stimulating environment where you can leverage your skills and grow professionally, this position is for you! Apply now for this great adventure.