Conseillère/Conseiller de clientèle (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 files for individuals, professionals, and businesses.
Domain
Regional banking and retail finance
Deliverable
client delivery
Required skills
client relationship building, needs analysis, portfolio management, negotiation, financial product knowledge
Preferred skills
business acumen, long-term trust building, decision making, argumentation
Responsibilities
Welcome and support clients, develop and manage client portfolios, follow up on financing and insurance files, maintain high customer satisfaction, collaborate with internal experts
Seniority
Entry to Mid-level, hands-on IC