Chargée/Chargé de clientèle Particuliers (F/H)
Core
Manage and develop a portfolio of individual retail clients through an omnichannel relationship, providing financial advice and risk management.
Role type
Retail banking relationship manager
Builds
Personalized financial solutions and client retention strategies
Domain
Retail banking / Consumer finance
Deliverable
client delivery
Required skills
Portfolio management, financial risk assessment, client acquisition, omnichannel communication, financial product knowledge, long-term relationship building
Preferred skills
Commercial temperament, adaptability, market curiosity
Technologies
Banking CRM systems, financial planning tools
Responsibilities
Pilot a portfolio of individual clients, advise clients on life stages, identify and manage financial risks, prospect for new clients, co-construct multi-service solutions
Seniority
Junior to Mid-level, sales-focused