Conseiller Clientèle Particuliers - H/F
Core
Managing a portfolio of retail clients by identifying needs, building trust, and providing solutions for savings, insurance, and financing.
Role type
Retail banking advisor
Builds
Client portfolios and financial products (savings, loans, insurance)
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Client relationship management, portfolio management, financial product knowledge, risk analysis, prospecting, file preparation
Preferred skills
Teamwork, career growth mindset
Technologies
Banking software, CRM tools
Responsibilities
Meet clients to identify needs and build trust, develop and retain the client portfolio, prepare and follow up financing files (real estate, consumption), analyze financial risks daily
Seniority
Junior to Mid-level, hands-on IC