DESU Professional customer advisor

The objective of this training is to satisfy the important and growing needs of executives responsible for a portfolio of professional clients (companies) of credit institutions, insurance companies, investment firms. The aim is to train client advisors in traditional banking for professional clients, aiming at the management of banking production in the branch, a job that requires a high degree of specialisation. To this end, the students and professionals involved must have a solid basic training in economics, law, marketing and management. The content of the training allows to learn the needs of the customers (social assets constituted by a company for the benefit of its employees). It must enable them to be satisfied through adapted prescriptions to all suppliers of financial or real estate assets, insurance or other potential assets.

At the end of the training, students and professionals must be able to effectively integrate into a banking team, or even to lead it quickly.

The student turned professional:

- Leads a portfolio of professional clients in the field of credit, banking and insurance (Client Advisor for

- Ensures the management of branch production (Banking, or Insurance Branch Manager).

Prepares for the management of the branch.

- Develops expertise in setting up corporate finance operations (Expert in financial set-up).

M1 or equivalent

.

TOTAL NUMBER OF WEEKS OF TEACHING IN THE COURSE : 21 weeks

THE SCHEDULE OF TEACHING PERIOD : September & July

LANGUAGE OF TEACHING : English

Knowledge of international financial relations, international macroeconomics, organisation of the prevention of money laundering and terrorism, privacy and data protection, personal rights and client advisory activities, taxation of the entrepreneur's assets

.

Certified skills or abilities

.

The graduate has acquired the necessary competences to:

- Propose financing, savings and insurance solutions to professional clients

The role is to manage the management of a banking or insurance branch

.

- Develop training on the subjects studied

Developing professional skills: Account opening, marketing of products attached to the account, services, insurance, dynamic analysis of the company, responses to financing needs. in banking, credit and insurance, mastery of the legal, social and fiscal characteristics of the professional, mastery of the economic, commercial and human risks of the professional, mastery of effective commercial behaviour with the professional, mastery of the conditions granted to the client and of the profitability of an account, management and development of a client portfolio, asset management and retirement

.

180 days of internship.

All students are on a sandwich course under the professionalization contract formula for 6 months, i.e. 180 days.

Pedagogical secretariat:

Mme Nourifet GUIDOUZ

Tél : 0442172430

Email: nourifet.guidouz@univ-amu.fr