Professional Client Advisor - Network of branches and online bank - Aix-En-Provence, Provence-Alpes-Côte d'Azur, France
Aix-En-Provence
Key information
- Publication date:03 September 2025
- Workload:100%
- Contract type:Permanent position
- Place of work:Aix-En-Provence
Job summary
Become a key player at SG, the bank dedicated to customer satisfaction! Enjoy a supportive work environment with growth opportunities.
Tasks
- Guide clients like entrepreneurs and professionals in their business growth.
- Build and manage your client portfolio, including family and referrals.
- Promote products and manage financing dossiers while ensuring risk assessment.
Skills
- Minimum 2 years in client portfolio management; AMF certification required.
- Strong interpersonal skills and ethical approach in client relations.
- Dynamic, organized, and adaptable team player.
Is this helpful?
Offering the best customer experience, that is your mission!
Advising Valentin, a young entrepreneur who has just started his construction business and wants to review his results, supporting Sarah, a lawyer who wants to finance her main residence, or helping Medhi, manager of a car dealership, who wants to invest in other businesses… On a daily basis as well as during key moments of their activity, you support your clients in the development of their businesses.
You join a warm, supportive team and your manager will guide you throughout your journey to develop a high level of expertise recognized among our advisors.
Specifically, you will be responsible for:
- Supporting and advising your clients in the development of their activity, offering products and services adapted to their personal and professional needs, to build customer loyalty
- Contributing to the dynamism of your branch by developing your portfolio through acquiring new clients, especially within the family circle, recommendations, sponsorship…
- Promoting product and service offers and participating in campaigns initiated locally, regionally, or nationally
- Preparing and justifying your clients' financing files, respecting procedures
- Mastering the risks related to your clients' activity and monitoring the profitability of your client portfolio
Above all, it is your personality that we will love!
• Gifted with excellent interpersonal skills and a true sense of listening, your priority is to support your clients' projects with ethics and responsibility to meet their expectations
• You know how to convince and demonstrate pedagogy towards your clients
• Dynamic and positive, you enjoy working in a team and show adaptability in all circumstances
• Organized and rigorous, you know how to prioritize your actions
You have at least 2 years of experience in managing client portfolios in the professional market. You are familiar with banking offers intended for professionals, you master the financial, legal, and tax basics that govern them and the management of associated risks.
This position requires AMF certification.
If needed: A driving license is essential for this position.
Becoming an Advisor at SG means living a rewarding experience and participating in our ambition to become the reference bank for customer satisfaction.
You will benefit from personalized training to prepare you under the best conditions. Your success will give you access to a dynamic career with the possibility to evolve towards new professions (Deputy Branch Manager, SME Business Manager, Regional Professional Market Animator…)
Joining SG offers many advantages:
Compensation package (fixed, variable, profit-sharing, participation), teleworking, additional leave and RTT, monetizable Time Savings Account, company catering and/or meal vouchers, advantageous parental policy, banking benefits, health insurance and provident fund, Works Council (CSEE)…
How to join us?
1. You apply and your application is accepted, congratulations!
2. You take our selection tests
3. You have an interview with an HR representative and an operational manager
4. Congratulations! You quickly sign your contract and join your new team
Why choose us ?With 1,400 branches and 25,000 employees throughout France, SG is the retail bank of the Société Générale group. At SG, you can develop your skills and deepen your expertise in an environment that combines challenge and kindness, offering constant support from your managers and HR representatives and the benefits of a large group. At SG, our success is based on team spirit, diversity, and the complementarity of our professions. Committed alongside our clients and aware of our role to play, we support them in their development projects.
Joining SG means joining a team of talents, committed to their clients and focused on the future. At SG, grow your ambitions.
Aix Mirabeau branch open Monday to Friday.