Conseillère/Conseiller de clientèle (F/H)
Core
Manage a retail client portfolio in an omnichannel relationship, advise clients through life stages, and develop financial performance.
Role type
Retail banking relationship manager
Builds
Integrated banking and insurance solutions for retail clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
portfolio management, client relationship building, financial risk identification, multi-service solution design, prospecting
Preferred skills
commercial temperament, adaptability, curiosity
Technologies
remote banking tools
Responsibilities
Pilot a retail client portfolio, advise on life stages, retain clients long-term, identify and manage financial risks, co-construct multi-service responses, develop portfolio through prospecting