Conseillère/Conseiller de clientèle (F/H) - (F/H)
Core
Welcome and accompany clients in branches or remotely, identify needs, and propose tailored financial solutions.
Role type
Client Advisor (Banking)
Builds
Client portfolios and financing/insurance dossiers
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
client relationship building, needs analysis, solution proposal, portfolio management, negotiation, cross-functional collaboration
Preferred skills
business insight, long-term trust building, decision making, argumentation, territory impact awareness
Responsibilities
Welcome and support clients, develop and manage client portfolios, monitor and secure financing and insurance files, maintain high satisfaction and loyalty, collaborate with internal experts
Seniority
Mid-level, team-based