Professional Client Advisor | Casablanca (Morocco)
تفاصيل الوظيفة
Job :
As a Professional Client Advisor, your main tasks will include:
- Welcoming and providing personalized advice to professional clients.
- Analyzing their financial needs to propose suitable solutions.
- Proactively managing the client portfolio to identify commercial development opportunities.
- Monitoring client files and ensuring the quality of service provided.
- Participating in acquiring new clients in the professional market.
Required profile :
To be considered for this position, a Bachelor's degree (Bac +4) is required, ideally supplemented by a specialization in banking professions or a related field.
You have significant experience of at least 3 years in the banking sector, particularly with professional clients, which is strongly desired. This experience will allow you to quickly understand the challenges of the role.
We are looking for someone with:
- Excellent interpersonal skills and a sense of customer service.
- A strong ability to analyze and synthesize information.
- Comfort with banking products and services for professionals.
- A real commercial sense and a results-oriented approach.
- Autonomy, rigor, and organization.
- Good command of computer and office software.
If you see yourself in this profile and are ready to take on this exciting challenge, do not hesitate to apply quickly!
هذا الإعلان منشور على بيت.كوم المغرب ويُعرض هنا مع الإشارة إلى المصدر. لا نتقاضى أي رسوم من الباحثين عن عمل. إذا كان الإعلان مسيئًا أو احتياليًا، أبلغنا.