Chargée/Chargé de clientèle Particuliers (F/H) - CHARGE / CHARGEE DE CLIENTELE PARTICULIERS
Core
Manage and develop a retail banking portfolio of individual clients through an omnichannel relationship, providing advice on life events and financial risk management.
Role type
Retail banking relationship manager
Builds
Multi-service banking solutions for individual clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Portfolio management, omnichannel relationship management, financial risk identification, client prospecting, multi-service solution design
Preferred skills
Commercial temperament, adaptability, market curiosity
Technologies
Banking products suite
Responsibilities
Pilot a retail client portfolio, advise clients on life events, identify and manage financial risks, prospect new clients, co-construct multi-service responses
Seniority
Entry-level to Junior