Poste et missions :
En qualité d’Assistant(e) Banquier Privé, rattaché(e) au responsable d’un Centre Banque Privée, vos missions seront :
- Planifier et préparer des rendez-vous,
- Effectuer les découvertes clients en participant aux rendez-vous avec les Banquiers Privés,
- Etablir des diagnostics patrimoniaux des clients et de leurs besoins en soutien des Banquiers Privés,
- Recueillir les documents nécessaires à la constitution des dossiers d’engagements,
- Participer aux réalisations commerciales du Centre,
- Veiller à la conformité des opérations,
- Mettre à jour la base de données clients.
Profil et compétences requises
Vous êtes étudiant de niveau Bac+4/5 en université/école de commerce (formation Master Banque/ Gestion de patrimoine de préférence).
Votre autonomie, votre rigueur, vos capacités d’analyse et de synthèse associées à un excellent relationnel sont des atouts indispensables pour la réussite des missions confiées.
Période souhaitée : dès que possible pour une durée de 6 mois.
Caisse d’Epargne Ile-de-France
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