Conseiller Clientèle Particuliers - Nancy F/H
Core
Develop client portfolio through prospecting and recommendations, meet clients to understand needs, establish economic and financial diagnostics, manage financing files, and monitor portfolio risks.
Role type
Client advisor (private banking)
Builds
Client relationships and financing solutions
Domain
Banking and insurance
Deliverable
client delivery
Required skills
prospecting, financial diagnostics, risk management, commercial temperament, analytical thinking
Preferred skills
familiarity with banking and insurance issues
Responsibilities
Develop portfolio through prospecting, meet clients and establish financial diagnostics, study and manage financing files, monitor portfolio risks