Chargée/Chargé de clientèle Particuliers (F/H)
Core
Manage and develop a portfolio of individual retail banking clients through an omnichannel relationship, providing advice on life stages and financial products.
Role type
Retail banking relationship manager
Builds
Integrated banking and insurance solutions for individual clients
Domain
Retail banking and bancassurance
Deliverable
client delivery
Required skills
portfolio management, client acquisition, financial risk identification, multi-service solution design, client retention, omnichannel engagement
Preferred skills
commercial temperament, adaptability, market curiosity
Technologies
remote banking tools
Responsibilities
Pilot a portfolio of individual clients in an omnichannel relationship, advise clients on all life stages, identify and manage financial risks, co-construct multi-service responses with internal expertise, develop the portfolio by prospecting new clients