Conseiller clientèle professionnels - F/H
Core
Serve as the primary contact for professional clients (retail, mid-market, and high-end) to support their financing, savings, insurance, and daily banking projects.
Role type
Client advisor for professional banking
Builds
Banking services and client relationships
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
client acquisition, portfolio development, risk management, regulatory compliance, financial product knowledge
Preferred skills
relationship building, proactive follow-up, teamwork
Responsibilities
Accompany clients in realizing their projects around financing, savings, insurance, and daily banking; retain clients through dossier follow-up and reactivity; develop portfolio by acquiring new clients via prospecting and recommendations; master risks through respect of regulations and banking procedures.