Conseiller Clientèle Particuliers digital - Paris - H/F
Core
Remote personal banking advisor managing a portfolio of individual clients and prospects via digital tools to provide tailored financial advice and sales.
Role type
Senior IC personal banking advisor (remote)
Builds
Personal banking services and financial products for individual clients
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Digital sales techniques, remote client relationship management, financial product knowledge, risk management, commercial activity planning
Preferred skills
DCI certification, prior experience as a personal banking advisor
Technologies
Visio, Teams, remote signature tools, CRM
Responsibilities
Meet and accompany clients and prospects using digital tools, build long-term remote service relationships, provide remote financial advice and product recommendations, prepare client interviews and generate commercial activity, manage portfolio risks and commitments
Seniority
Mid-level, hands-on IC