Chargée/Chargé de clientèle Particuliers (F/H)
Core
Manage and develop a retail banking portfolio through omnichannel relationships, providing advice on life events and financial products.
Role type
Retail banking relationship manager
Builds
Personalized banking solutions and financial security for individual clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Portfolio management, client acquisition, financial risk assessment, multi-service solution design, relationship building, sales
Preferred skills
Adaptability, market curiosity, team collaboration
Technologies
Banking software, CRM tools
Responsibilities
Pilot a retail client portfolio, advise clients on life events, identify and manage financial risks, prospect for new clients, co-construct multi-service responses
Seniority
Entry-level to Mid-level, sales experience required