Chargée/Chargé de clientèle Particuliers (F/H)
Core
Manage and develop a retail client portfolio through an omnichannel relationship, providing advice and support for all life stages while identifying and managing financial risks.
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, omnichannel relationship management, product adaptation
Preferred skills
Commercial temperament, adaptability, market curiosity
Technologies
Banking software, CRM tools
Responsibilities
Pilot a retail client portfolio, advise on life stages, identify and manage financial risks, prospect new clients, co-construct multi-service responses
Seniority
Entry-level to Mid-level