CHARGE / CHARGEE DE CLIENTELE PARTICULIERS (H/F)
Core
Manage and retain a portfolio of private banking customers by selling integrated banking and insurance products to optimize their equipment and help them achieve their projects.
Role type
Private banking relationship manager
Builds
Integrated banking and insurance solutions for private clients
Domain
Banking / Insurance
Deliverable
product features
Required skills
Risk management, profitability analysis, sales negotiation, prospecting, portfolio management
Preferred skills
Local economic knowledge, team collaboration
Technologies
Banking automation tools
Responsibilities
Prepare and conduct sales interviews, acquire new clients through recommendations and prospecting, monitor customer relationships, analyze and manage credit risks
Seniority
Mid-level, experienced IC