CONSEILLER / CONSEILLERE CLIENTELE - F/H
Core
Manage a retail client portfolio in an omnichannel relationship, advise clients through life stages, and develop performance.
Role type
Retail banking advisor (client portfolio management)
Builds
Retail banking products and services for individual clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
portfolio management, client relationship building, needs analysis, financial risk identification, multi-service solution design, prospecting
Preferred skills
commercial temperament, adaptability, curiosity
Technologies
CRM systems, banking platforms
Responsibilities
Pilot a retail client portfolio, advise on life stages, retain clients long-term, identify and manage financial risks, co-construct multi-service solutions, prospect new clients