Chargé(e) clientèle expérimenté Bordeaux H/F
Based in France
Core
Expert financial advisor managing a portfolio of individual clients, providing tailored banking and insurance products to help them build their projects.
Role type
Experienced client advisor (banking/insurance)
Builds
Banking and insurance products and services
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
portfolio management, active listening, relationship building, product recommendation, adaptability, digital tools proficiency
Preferred skills
career progression into management or expertise
Seniority
Mid-level (3-5 years experience)