Chargée/Chargé d'affaires professionnels (F/H)
Core
Prospecting, managing, and retaining a portfolio of professional clients (individual entrepreneurs, artisans, merchants, liberal professions, SMEs, associations) by proposing adapted products and services.
Role type
Professional sales and relationship manager
Builds
Multi-service banking solutions for professional clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
client portfolio management, financial statement analysis, risk detection, relationship building, product proposal
Preferred skills
adaptability, proactivity, rigor
Technologies
financial analysis tools
Responsibilities
prospect new professional clients, manage and retain existing client portfolio, analyze client financial situations and market environment, detect client-related risks, co-construct multi-service responses with internal specialists