Conseillère/Conseiller de clientèle (F/H)
Core
Client advisor for individuals managing a portfolio in an omnichannel relationship to develop performance and secure the client.
Role type
Client advisor (individuals)
Builds
Multi-service responses for clients
Domain
Banking / Retail finance
Deliverable
client delivery
Required skills
portfolio management, client relationship building, needs analysis, financial risk identification, prospecting
Preferred skills
commercial temperament, adaptability, curiosity