Conseiller·ère Clientèle Particuliers H/F
Core
Personal banking advisor who transforms clients' life projects into concrete realities by building lasting trust relationships and offering tailored financial solutions.
Role type
Junior IC personal banking advisor
Builds
Personalized banking and insurance solutions for individual clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Customer relationship management, sales and business development, account management, regulatory compliance (KYC), cross-functional collaboration, digital tool proficiency
Preferred skills
None stated
Technologies
None stated
Responsibilities
Manage and grow a portfolio of individual clients using a Know Your Customer (KYC) approach, identify and commercialize tailored solutions for housing loans, consumer credit, savings, and insurance, handle daily account management and file tracking while ensuring procedural compliance and profitability, collaborate closely with agency experts to provide a complete client experience
Seniority
Junior, entry-level (0-2 years experience)