Chargée/Chargé de clientèle Particuliers (F/H)
Core
Manage and develop a retail client portfolio through an omnichannel relationship, providing advice and financial risk management.
Role type
Retail banking relationship manager
Builds
Multi-service banking and insurance solutions for retail clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Portfolio management, client acquisition, financial risk identification, multi-service product design, omnichannel relationship management, sales
Preferred skills
Adaptability, market curiosity, team collaboration
Technologies
Remote banking tools
Responsibilities
Pilot a retail client portfolio, advise clients on life stages, identify and manage financial risks, prospect for new clients, co-construct multi-service responses
Seniority
Entry-level to Mid-level, sales-focused