Conseiller Banque et Assurances H/F
Based in France
Core
Daily advisor for clients on banking and insurance projects and life milestones.
Role type
Frontline banking and insurance advisor
Builds
Personalized banking and insurance solutions for clients
Domain
Retail banking and insurance
Deliverable
client delivery
Required skills
client relationship management, sales, risk assessment, financial product knowledge, digital tools usage
Responsibilities
Maintain and develop close client relationships, propose personalized solutions (banking, loans, savings, insurance), identify new business opportunities, collaborate with the team
Seniority
Entry to Mid-level