Conseiller clientèle des particuliers H/F
Core
Personal banking advisor supporting clients with daily operations, digital autonomy, and life projects by proposing tailored financial products and services.
Role type
Personal Banking Advisor
Builds
Retail banking portfolio and client relationships
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client relationship management, sales of financial products, risk assessment, digital tools proficiency, regulatory compliance
Preferred skills
Commercial experience in banking, teamwork, adaptability, digital literacy
Responsibilities
Welcome and assist clients with daily operations and digital autonomy, develop and retain the shared agency portfolio, analyze client needs and assess risks, promote and sell compliant financial products (deposits, loans, insurance, banking services)