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 mortgage credit with delegated authority.
Role type
Retail banking relationship manager
Builds
Banking and insurance products, mortgage credit solutions
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
client relationship management, commercial advice, mortgage credit management, risk management, compliance, internal collaboration
Preferred skills
proactive approach, team spirit, ability to personalize solutions, commercial challenge mindset
Responsibilities
Develop and retain a client portfolio, advise on banking and insurance products, manage mortgage credit with delegated authority, identify ethical commercial opportunities, ensure compliance and manage risks, collaborate with internal experts, monitor client satisfaction