Chargée/Chargé de clientèle Particuliers F/H
Core
Manage and develop a portfolio of individual retail clients through an omnichannel relationship, providing advice across all life stages and identifying financial risks.
Role type
Retail banking relationship manager
Builds
Multi-service client solutions and long-term client retention
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Portfolio management, client acquisition, financial risk identification, product matching, omnichannel communication
Preferred skills
Commercial temperament, adaptability, market curiosity
Technologies
Distance banking tools
Responsibilities
Pilot a retail client portfolio, advise clients on life stages, identify and manage financial risks, prospect for new clients, co-construct multi-service responses with internal experts