Chargée/Chargé de clientèle Particuliers (F/H)
Core
Manage and develop a portfolio of individual retail clients through an omnichannel relationship, providing advice and financial risk management.
Role type
Senior retail banking relationship manager
Builds
Personalized financial solutions and long-term client retention
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Portfolio management, omnichannel relationship management, financial risk identification, client prospecting, multi-service solution design
Preferred skills
Commercial temperament, adaptability, market curiosity
Technologies
Banking software, CRM tools
Responsibilities
Pilot a portfolio of individual clients, advise clients on life stages, identify and manage financial risks, prospect for new clients, co-construct multi-service responses with internal experts