Conseiller bancaire confirmé F/H
Core
Serve as a trusted advisor to a portfolio of ~1,200 retail clients, managing daily banking operations, analyzing financial situations, and proposing tailored investment products and services.
Role type
Senior retail banking advisor
Builds
Banking operations, investment products, and financial advisory services for retail clients
Domain
Retail banking and personal finance
Deliverable
client delivery
Required skills
Financial analysis, sales and commercialization, client portfolio management, risk assessment, remote communication tools
Preferred skills
Banking/insurance/commerce specialization, autonomy, result-oriented mindset
Responsibilities
Analyze client financial situations and associated risks, develop and retain client portfolios, participate in promotional campaigns, meet commercial challenges
Seniority
Mid-level (2-5 years experience)