Personal Account Manager

Sector Of Activity: Banking / Insurance

Role: The Personal Banking Advisor plays a key role in the banking/insurance sector. They advise and manage the accounts and assets of individual clients, offering them suitable products (loans, savings, insurance). They actively contribute to operational and strategic objectives, while ensuring quality and performance on a daily basis.

Main Activities: Plan and coordinate daily tasks; Supervise the implementation of projects or interventions; Ensure compliance with standards and procedures

Secondary Activities: Attend team meetings; Conduct technological or regulatory monitoring

Technical Skills (Hard Skills): Financial analysis, Accounting, Excel modeling, Budget management, Regulatory compliance

Personal Skills (Soft Skills): Critical thinking, Discretion, Organizational skills, Reliability, Logical thinking

Required Diploma Or Certifications: Relevant diploma or professional certification depending on the position

Average Salary (Min → Max): €1700 - €4500 / month