Chargée/Chargé de clientèle Particuliers (F/H) - CM Enseignant
Core
Manage and develop a retail banking portfolio through an omnichannel relationship, advising clients on all life stages and identifying financial needs.
Role type
Retail banking relationship manager
Builds
Multi-service banking solutions for individual clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
portfolio management, client acquisition, financial risk identification, multi-service solution design, omnichannel relationship management, sales
Preferred skills
adaptability, market curiosity, team collaboration
Technologies
banking software, CRM tools
Responsibilities
Pilot a retail client portfolio in an omnichannel relationship, advise clients on all life stages, identify and manage financial risks, co-construct multi-service responses, develop the portfolio by prospecting new clients