Chargée/Chargé d'affaires professionnels (F/H)
Core
Prospecting, managing, and retaining a portfolio of professional clients (individual entrepreneurs, artisans, merchants, liberal professions, SMEs, associations) by proposing adapted products and services.
Role type
Professional account manager (banking)
Builds
Banking products and services for professional clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client portfolio management, financial statement analysis, risk detection, relationship building, product proposal
Preferred skills
Commercial temperament, adaptability, proactivity, rigor
Technologies
Financial analysis tools, CRM systems
Responsibilities
Prospect new professional clients, manage and retain existing client portfolio, analyze client financial statements and business environment, detect risks, propose multi-service solutions, maintain close client relationships