Conseiller Bancaire H//F
Core
Build client trust and co-create financial projects through banking and insurance advice, focusing on client acquisition and portfolio management.
Role type
Banking advisor (retail)
Builds
Banking and insurance products for individual clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
sales aptitude, adaptability, relationship building, persuasion, digital tools proficiency
Preferred skills
experience in portfolio management
Responsibilities
Welcome clients, provide banking and insurance advice, sell the full range of banking and insurance products, develop client portfolio through acquisition, build trust relationships, help clients co-create their financial projects