CONSEILLER/ERE CLIENTELE (F/H)
Core
Manage and develop a portfolio of retail clients by providing advice, selling banking and insurance products, and managing credit risks.
Role type
Retail banking advisor
Builds
Retail banking products and services (loans, savings, insurance, etc.)
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Portfolio management, sales, risk management, client relationship building, multi-channel communication, administrative processing
Responsibilities
Manage and grow a client portfolio, conduct client meetings to propose new products, assess and manage credit risks, handle administrative tasks and complaints, prospect for new clients