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 Relationship Manager
Builds
Trust-based banking relationships and tailored financial solutions for individuals
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Customer relationship management, sales and business development, account management, risk assessment, regulatory compliance, digital tool proficiency
Preferred skills
Knowledge of banking products, team collaboration, adaptability
Responsibilities
Manage and grow a portfolio of individual clients, identify and sell tailored financial solutions (mortgage, consumer credit, savings, insurance), manage daily account operations and file tracking, collaborate with agency experts to ensure a seamless client experience