Chargée/Chargé d'affaires professionnels (F/H)
Core
Prospecting, managing, and retaining a portfolio of professional clients (individual entrepreneurs, artisans, merchants, liberal professions, SMEs, associations) by proposing adapted products and services.
Role type
Professional account manager (banking)
Builds
Integrated banking and insurance offers for professional clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client portfolio management, financial statement analysis, risk detection, relationship building, product proposal
Preferred skills
Adaptability, proactivity, rigor
Technologies
Banking tools, remote banking tools