Chargée/Chargé de clientèle Particuliers F/H
Core
Develop and retain a portfolio of individual clients by advising on banking and insurance products and managing mortgage credit with delegated decision-making authority.
Role type
Retail banking relationship manager
Builds
Banking and insurance products, mortgage credit solutions
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
client relationship management, product advisory, mortgage credit decision-making, commercial opportunity identification, risk management, compliance
Preferred skills
strong interpersonal skills, commercial challenge mindset, proactivity, team collaboration, solution customization
Responsibilities
Develop and retain a client portfolio, advise on banking and insurance products, manage mortgage credit with delegated authority, identify ethical commercial opportunities, ensure compliance and risk control, collaborate with internal experts, track client satisfaction