Chargée/Chargé de clientèle Particuliers (F/H)
Core
Manage and develop a retail banking portfolio through an omnichannel relationship, advising clients on life stages and financial products.
Role type
Retail banking relationship manager
Builds
Integrated banking and insurance solutions for retail clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
portfolio management, client acquisition, financial risk assessment, multi-service solution design, omnichannel communication, long-term client retention
Preferred skills
commercial temperament, adaptability, market curiosity
Technologies
remote banking tools
Responsibilities
Pilot a retail client portfolio, advise clients on life stages, identify and manage financial risks, prospect new clients, co-construct multi-service responses
Seniority
Entry-level to Mid-level, sales experience required