Chargé de Clientèle Particuliers (F/H) - Marseille Château-Gombert
Core
Welcome, inform, and guide private clients while developing the portfolio by prospecting new customers.
Role type
Private banking relationship manager
Builds
Banking products and services for private clients
Domain
Banking / Retail finance
Deliverable
client delivery
Required skills
sales, client acquisition, relationship management, appointment setting, product knowledge
Responsibilities
Welcome and inform clients, propose appropriate products and services, develop client portfolio through proximity and satisfaction, prospect for new clients, schedule appointments, participate in shared agency activities