Conseiller·ère Clientèle Professionnels H/F
Core
Strategic partner for artisans, merchants, and liberal professionals, supporting their business development and personal wealth management.
Role type
Client Advisor for Professional Clients (TPE/SME)
Builds
Global financial offers combining financing, investments, and wealth management for small businesses and professionals.
Domain
Banking / Financial Services / SMEs
Required skills
Financial analysis (balance sheets, P&L), Risk assessment, Wealth management, Business development, Relationship building, Strategic planning
Preferred skills
Knowledge of digital tools, Adaptability, Teamwork
Technologies
Financial analysis tools, Digital banking platforms
Responsibilities
Prospecting and retaining a portfolio of professional clients, Analyzing financing needs and managing risks, Coordinating internal experts for global offers, Visiting clients to understand their activities and consolidate relationships
Seniority
Junior to Mid-level (0-2 years experience)