Chargé de clientèle particuliers H/F - Saint-Maur-Hôtel-de-Ville (94)
Core
Retail banking advisor supporting clients with life projects like real estate financing and retirement planning.
Role type
Retail banking advisor (financial consultant)
Builds
Financial products and services for individual clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial planning, sales, regulatory compliance, customer relationship management
Preferred skills
Real estate financing, retirement planning, tax law basics
Technologies
CRM systems, banking software
Responsibilities
Manage a dedicated client portfolio, conduct sales meetings in-person or remotely, contribute to agency commercial results, ensure file compliance, communicate via multiple channels
Seniority
Mid-level, first experience required