Conseiller clientèle Particuliers H/F
Hybrid
Core
You are the primary contact for individual clients in banking and insurance, building trusted relationships to support their short- and long-term financial projects.
Role type
Individual client advisor (banking & insurance)
Builds
A diverse portfolio of banking and insurance products for individual clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Relationship building, active listening, financial advisory, risk assessment, digital tools proficiency, proactive sales, account management
Preferred skills
Challenge-oriented, optimistic, autonomous, curious, adaptable
Technologies
Video conferencing, remote sales and signature platforms, mobile app