Chargée/Chargé de clientèle Particuliers (F/H)
Core
Develop and retain a portfolio of individual clients by advising on banking and insurance products and managing real estate credit.
Role type
Individual client relationship manager (banking)
Builds
Banking and insurance products for individual clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, Financial product knowledge, Real estate credit management, Commercial ethics, Risk management, Internal collaboration
Responsibilities
Develop and retain a portfolio of clients, Advise on all banking and insurance products, Manage real estate credit with agency delegation, Identify ethical commercial opportunities, Ensure compliance and manage risks, Follow up on client satisfaction