Responsable Clientèle Particuliers H/F
Core
Personal banking advisor supporting retail clients with financing, savings, insurance, and daily banking needs while managing a client portfolio.
Role type
Retail banking relationship manager
Builds
Personalized banking solutions and client retention strategies
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
client portfolio management, targeted prospecting, regulatory compliance, financial advice, risk management
Preferred skills
relationship building, active listening, teamwork
Responsibilities
Accompany clients in achieving their financial projects, retain clients through attentive follow-up, develop the client portfolio via targeted prospecting, ensure regulatory compliance and risk control