Conseillère/Conseiller de clientèle (F/H)
Core
Welcome and accompany clients in branches or remotely, identify needs, and propose tailored financial solutions.
Role type
Client advisor (banking)
Builds
Client portfolios and financing/insurance dossiers
Domain
Banking / Retail finance
Deliverable
client delivery
Required skills
client relationship building, needs analysis, portfolio management, financing and insurance dossier handling, negotiation, business and personal issue analysis
Responsibilities
Welcome and accompany clients, identify client needs and propose solutions, develop and manage client portfolio, follow and secure financing and insurance files, maintain high satisfaction and loyalty, collaborate with internal experts