Chargée/Chargé de clientèle Particuliers (F/H)
Core
Manage and develop a retail client portfolio through an omnichannel relationship, advising clients on all life stages and co-constructing multi-service solutions.
Role type
Retail banking relationship manager
Builds
Retail banking products and services for individual clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Portfolio management, client acquisition, financial risk identification, multi-service solution design, omnichannel relationship management
Preferred skills
Commercial temperament, adaptability, market curiosity
Responsibilities
Pilot a retail client portfolio, advise clients on life stages, identify and manage financial risks, prospect new clients, co-construct multi-service responses
Seniority
Entry-level to Junior, sales-focused