The Professional Bachelor in Banking and Finance, option Client Portfolio Management Advisor, trains experts capable of advising and managing client relationships in the banking and financial sector. Students acquire skills in client portfolio management, sales of financial products, risk analysis, and financial advisory to meet the needs of individuals and companies.
SKILLS DEVELOPED:
- Financial Advisory: Support for clients in managing their personal and professional finances, development of adapted financial strategies.
- Customer Relationship Management (CRM): Use of customer relationship management tools to retain and grow the client portfolio.
- Risk Analysis: Evaluation of financial risks related to credits, investments, and insurance.
- Sales of Financial Products: Sales and negotiation techniques to offer banking and financial products adapted to client needs.
- Client Portfolio Management: Monitoring and optimization of portfolios of individual and professional clients.
- Banking and Insurance Law: Knowledge of regulations and laws governing the banking and insurance sectors.
- Finance and Economics: Understanding of financial markets, investment products, and economic conditions.
- Payroll Management and Banking Operations: Mastery of current operations (accounts, transfers, credits) and banking products.
- Claims Management: Procedures for handling and compensating claims in the insurance sector.
EMPLOYMENT PROSPECTS:
- Graduates of the Professional Bachelor in Banking and Finance, option Client Portfolio Management Advisor, can access various positions, such as:
- Client Portfolio Management Advisor: Management and development of a client portfolio, financial advice, and sales of banking products.
- Banking and Insurance Client Advisor: Sales of insurance products, management of contracts and claims.
- Financial Analyst: Evaluation of client financial performance and risk analysis.
- Asset Manager: Support for clients in managing their assets and financial planning.
- Bank Branch Manager: Supervision of bank branch activities and team management.
- Business Development Officer: Prospection of new clients and development of business activities.
- Banking and Finance Consultant: Advising companies on improving their banking and financial practices.
- Risk Manager: Identification and management of financial and insurance risks for companies.
- Insurance Broker: Negotiation and sale of insurance contracts on behalf of clients.
