Conseillère/Conseiller de clientèle (F/H)
Core
Client advisor and portfolio manager for private individuals in a mutual bank, managing omnichannel relationships and financial risk.
Role type
Client advisor and portfolio manager (private banking)
Builds
Private banking client portfolios and financial solutions
Domain
Banking and finance
Deliverable
client delivery
Required skills
client acquisition, portfolio management, financial risk management, omnichannel relationship management, cross-selling, needs analysis
Preferred skills
commercial experience, adaptability, teamwork
Technologies
banking software, CRM tools
Responsibilities
Welcome and guide clients, manage private client portfolios, advise on life events, retain clients long-term, identify and manage financial risks, co-build multi-service solutions, prospect new clients