Job description: the professional advisor

Extract

[...] - The professional advisor works proactively on the basis of a professional follow-up of business leads. He tries to develop a maximum of contacts with a pro-active clientele, whether they are remote or face-to-face contacts. He should participate in the commercial performance of the agency by taking part in the commercial actions implemented and he should keep himself informed of the performance already achieved. - The professional advisor monitors the risks associated with professional clients within the framework of the competences and rules defined by the bank. [...]

[...] Job description : the professional advisor Job purpose The main task of the professional advisor is to meet the professional needs of the clients of a bank branch. He advises clients in various areas such as daily banking, investment, lending and insurance in order to meet their financial needs and their current and future projects. He creates a strong partnership with professional clients and contributes to the achievement of the branch's business objectives. Job duties and responsibilities - The professional advisor is responsible for meeting with clients to meet their professional needs, whether they are natural or legal persons. [...]

[...] They must be able to understand the laws and regulations to ensure that all business practices are ethical and legal. Work conditions As a professional counsellor, I have the freedom to work independently in an organised and structured way. I need to be able to control my stress and be flexible to meet the needs of clients. I work closely with my colleagues to facilitate the exchange of information on different areas of expertise. My branch manager provides me with expertise in managing more complex business cases where I do not yet have the necessary analytical skills. [...]