Chargé de clientèle bancaire patrimonial H/F
Core
Managing a portfolio of ~750 households by providing comprehensive financial, tax, and wealth management advice and handling complex housing financing studies.
Role type
Senior Relationship Manager (Wealth & Banking)
Builds
Complex housing financing dossiers and holistic client financial strategies
Domain
Banking / Wealth Management / Real Estate Finance
Deliverable
client delivery
Required skills
Client relationship management, complex housing financing analysis, financial and tax advisory, proactive portfolio development, digital banking adoption, regulatory risk assessment
Preferred skills
None stated
Technologies
None stated
Responsibilities
Welcome clients and prospects, analyze client needs for life events (employment, vehicle purchase, real estate, retirement), study and manage complex housing financing files, develop commercial portfolio, advise on financial/tax/wealth matters, support digital autonomy, evaluate client relationship risks
Seniority
Mid-Senior, hands-on IC