Conseillère/Conseiller de clientèle (F/H)
Core
Manage a retail client portfolio in an omnichannel relationship, advise clients through life stages, and develop performance.
Role type
Retail banking relationship manager
Builds
Multi-service banking solutions for retail clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
portfolio management, client relationship building, financial needs analysis, product adaptation, risk identification, prospecting
Preferred skills
commercial temperament, adaptability, curiosity
Technologies
banking software, omnichannel tools