Conseiller·ère Clientèle Particuliers H/F
Core
Partner with individual clients to transform their life projects into concrete realities through banking and insurance solutions.
Role type
Retail Banking Advisor (Individual Clients)
Builds
Tailored banking and insurance products for individual clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Relationship building, sales and persuasion, financial analysis, risk assessment, operational rigor, digital tool mastery
Responsibilities
Manage and grow a portfolio of individual clients using KYC approach, identify and sell tailored solutions for credit, savings, and insurance, manage daily account operations and file tracking, collaborate with agency experts to ensure a seamless client experience