Financial Sales Support
Il y a 2 mois
Pour l'un de ses clients, situé à Waterloo et actif dans la gestion patrimoniale, Robert Half est à la recherche d'un **Financial Sales Support (h/f/x).**
Pour l'un de ses clients, situé à Waterloo et actif dans la gestion patrimoniale, Robert Half est à la recherche d'un **Financial Sales Support (h/f/x).**
Notre client est une PME en développement et tournée vers l'innovation. Elle prône des valeurs fortes et a un vrai sens du service.
Vos tâches en tant que **Financial Sales Support (h/f/x)**:
- Vous êtes responsable de l'analyse, la sélection et la présentation des solutions financières
- Vous établissez les offres de placements et/ou d'assurances
- Vous vous chargez du calcul des règles fiscales pour les plans de pension (règle des 80%)
- Vous supervisez le suivi des dossiers clients
- Vous présentez les offres aux clients (bureau ou domicile du client)
- Vous suivez la mise en place concrète des divers solutions financières
- Vous contribuez à l'optimalisation de l'organisation interne de la société
Votre profil en tant que **Financial Sales Support (h/f/x)**:
- Vous avez obtenu un Master à orientation financière
- Vous avez une première expérience en banque ou chez un courtier (assurance vie)
- Vous êtes organisé, rigoureux, avez l'esprit analytique
- Vous êtes à l'aise avec les outils informatiques
- Vous avez un intérêt pour la gestion patrimoniale de manière globale
- Vous êtes créatif et capable de gérer vos priorités
- Vous avez un bon sens relationnel et aimez le travail d'équipe
Notre offre pour le profil de **Financial Sales Support (h/f/x)**:
- Vous bénéficiez d'un contrat à durée indéterminée
- Vous pouvez compter sur un package compétitif incluant un véhicule de fonction, un bonus, des assurances,
- Vous rejoignez une équipe conviviale qui prônent des valeurs fortes
- Vous bénéficiez de belles perspectives d'évolution dans une société en croissance
- Vous faites part d'une équipe solidaire et dynamique
- Vous devenez un véritable conseiller pour vos clients et êtes en mesure de proposer les solutions les plus éthiques de part votre indépendance
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