Conseillère/Conseiller de clientèle (F/H)
Core
Manage a retail client portfolio in an omnichannel relationship, ensuring follow-up and performance development.
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 relationship building, needs analysis, product matching, risk identification, financial risk management, prospecting
Preferred skills
commercial temperament, adaptability, curiosity, teamwork
Technologies
omnichannel platforms
Responsibilities
Pilot a retail client portfolio in an omnichannel relationship, advise clients on all life stages, retain clients long-term, identify and manage financial risks, co-construct multi-service solutions, develop portfolio by prospecting new clients
Seniority
Entry-level to Mid-level