Conseiller à la clientèle individuelle
Core
Provide comprehensive 360° financial advice (Financing, Investments, Insurance) and manage client portfolios to drive business growth.
Role type
Individual Banking Advisor
Builds
Long-term client relationships and new client acquisition
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, portfolio management, client acquisition, relationship building, strategic thinking
Preferred skills
SAQ certification, entrepreneurial mindset, strong local market knowledge
Responsibilities
Provide global 360° advice on Financing, Investments, and Insurance; Detect and develop commercial opportunities through active portfolio follow-up; Strengthen long-term relationships with existing clients; Acquire new clients aligned with company growth strategy; Contribute to global development and acquisition objectives; Collaborate with other bank segments; Participate in client events and local market development.