Private Client Advisor - Mortgage Financing 80-100% CDI
- Employment type
- Full-time
- Location
- Martigny
- Company
- Adecco, 1920 Martigny
- First posted
On behalf of one of our clients, a leading bank in the region
Private Client Advisor - Mortgage Financing 80-100% CDI (M/F/D)
On behalf of one of our clients, a leading bank in the region, we are looking for a Private Client Advisor specializing in mortgage financing, eager to put their expertise at the service of a demanding clientele within a dynamic and stimulating environment.
Private Client Advisor - Mortgage Financing 80-100% CDI (M/F/D)
Responsibilities
Manage, retain and develop an existing portfolio of private clients
Actively contribute to the commercial development of the branch
Develop a lasting relationship of trust with clients through quality follow-up
Work in close collaboration with internal specialists to offer global support
Accompany clients in all their financial needs by offering personalized advice
Advise and structure financing projects, particularly in the field of mortgage loans
Analyze financing requests, prepare files and ensure their follow-up until completion
Identify opportunities in terms of pension, savings and investment in order to propose adapted solutions
Profile
Training in the banking field or equivalent training
Successful experience in advising a private clientele
Excellent mastery of mortgage financing and credits
Good analytical skills and experience in structuring financing files
Sense of service, excellent interpersonal skills and pronounced client orientation
Autonomous, organized personality and enjoys teamwork
Good knowledge of the economic market and the local Valaisan fabric
Benefits
A position of responsibility within a recognized banking institution
The takeover of an existing client portfolio offering high development potential
A varied activity with great autonomy in the management of your clientele
A modern, collaborative and stimulating work environment
Attractive engagement conditions as well as real prospects for professional evolution
Start date: to be agreed
Contact information
Please apply directly online. Confidentiality guaranteed.
If you have any other questions concerning this job offer (reference: JN -), please contact Madame Hend Al Mass at .
About us
Adecco Valais Permanent is your agency specialized in the search and placement of permanent staff for the French-speaking Valais region and the Chablais vaudois. Thanks to our deep expertise of the local job market, we are committed to providing you with a quality service by connecting companies looking for talent with qualified and motivated candidates.
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Posted 3 days ago