What Training To Prioritize When We Target The Banking And Finance Professions?

Many of you feel lost in the maze of existing courses. Young graduates with bachelor’s degree + 2/3 with marketable skills are highly sought-after profiles by banks.

Young people for their first steps in retail banking

In addition to being a receptionist and a multimedia client advisor, the personal client adviser business is the entry point par excellence in retail banking. As a young graduate, this position offers you a springboard of choice to learn about the various nuts and bolts of the banking sector and to train you in the field. Banks, large and small, recruit many young people.

This position can also be entrusted to alternating young people. The preferred profile remains that of young graduates of BAC + 2/3 level, specialized in commercial activities. The private client adviser business accounts for nearly 20% of hires in banks.

With a private banking training program or baccalaureate + 2 oriented towards business functions but not specialized in banking, you can also start as a reception consultant or multimedia client advisor to evolve to the position of individual advisor customers after 2 or 3 years.

Excellent ability to create contacts

The function requires a strong ability to build relationships with its customers to offer them customized solutions. You must, therefore, have an excellent interpersonal sense, be diplomatic, convincing but above all be attentive to the needs of your customers. Rigor, autonomy, a taste for teamwork, good nerve resistance and good personal organization are the other qualities mentioned to manage your files well and reach the commercial objectives set.

If you want to evolve towards individual and professional or private client advice, you will need to consider acquiring more specialized training in the sector. This can be for example a pro-bank license after your BAC + 2 training. You can also consider entering the job market directly after your BAC + 2 generalist training.

The benefits of the job: an excellent career development

Career development opportunities are active when you take your first steps in the bank. Private client advisors can evolve by specializing in a profession, as professional advisors, with customers as artisans, merchants, and professionals, or as private advisors with a higher-end clientele.

With the various economic and financial issues of recent years, banks are adapting their strategy to promote customer loyalty, mainly through the strong commercial development of their banking network.

Banks are expanding their offering of banking products and services by offering more insurance and complementary products. Also, the most straightforward private banking training course sare increasingly carried out autonomously by the customer with ATMs or directly on the internet.

Thus the role of bank employees is moving towards higher value-added advice and sales. Recruitment is changing with this trend; targets are diversifying from BAC +2 to BAC +5 with a pattern for business and youth profiles in recent years.

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