Chargé de Clientèle Particuliers H/F
Core
Manage a portfolio of retail banking clients, promoting and selling products/services, acquiring new clients via appointments and phoning, and ensuring risk management.
Role type
Retail banking relationship manager
Builds
Retail banking products and services for individual clients
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Portfolio management, client acquisition (phoning/appointments), sales promotion, risk management, tax law knowledge, family law knowledge
Preferred skills
Negotiation, advisory skills, relationship building
Technologies
Banking software, CRM tools
Responsibilities
Promote and sell banking products and services, develop client portfolio through appointments and phoning, acquire new clients via recommendation and prospecting, refer specialized clients to wealth management, manage client risk and handle pre-contentious issues