Chargé de clientèle particuliers H/F - Saint-Maur-Hôtel-de-Ville (94)
Core
Retail banking advisor supporting clients with life projects like real estate financing and retirement planning.
Role type
Retail banking advisor (client portfolio management)
Builds
Client portfolios and sales of banking products
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Client relationship management, sales, financial knowledge, legal and tax basics, compliance, confidentiality
Preferred skills
Enthusiasm, autonomy, reactivity, listening skills, commercial drive
Technologies
Mail, telephone
Responsibilities
Manage a dedicated client portfolio, conduct sales meetings (in-person or remote), contribute to agency commercial results and PNB growth, achieve sales targets, ensure file compliance, communicate via available channels
Seniority
Mid-level, first experience required