Chargé(e) clientèle expérimenté Bordeaux H/F
Core
Financial advisor in a bank branch, managing a portfolio of individual clients and proposing tailored banking and insurance products.
Role type
Experienced client advisor (banking/insurance)
Builds
Banking and insurance products/services for individual clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
portfolio management, client relationship building, financial advice, active listening, persuasion, adaptability, digital tools proficiency
Preferred skills
career progression interest, local economy engagement
Responsibilities
Manage a client portfolio, propose adapted banking and insurance products, build trust with clients and prospects, help clients build their projects
Seniority
Mid-level (3-5 years experience)