Alternance : Alternance - Certification Conseiller de Clientèle de Particuliers Banque et AssuranceF/H
Core
Trainee role preparing for a Personal Banking and Insurance Advisor certification, focusing on current banking operations and commercial relationship development for individual clients.
Role type
Junior IC personal banking trainee (alternance)
Builds
Banking operations and client relationship management solutions
Domain
Banking and Insurance
Required skills
Commercial aptitude, digital skills, client needs identification, portfolio management, quality assurance
Preferred skills
Adaptability, autonomy, teamwork, sales drive
Technologies
None stated
Responsibilities
Process current banking operations, develop commercial relationships with individual clients, assist senior advisors in client meetings, manage client portfolios, identify client needs to propose tailored solutions
Seniority
Junior, trainee