Conseillère/Conseiller de clientèle F/H
Core
Welcome, listen to, and guide clients and prospects; provide first-level information on products and services; sell current banking products; handle counter operations and ATM management; manage a 'Private' client portfolio in an omnichannel relationship; advise and accompany clients through life stages; retain clients long-term; identify and manage financial risks; co-build multi-service responses with internal expertise.
Role type
Client Advisor (Private Banking)
Builds
Banking products and services for private clients
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Client portfolio management, relationship building, needs analysis, financial risk identification, counter operations, ATM management, omnichannel client support
Preferred skills
Commercial temperament, adaptability, curiosity, teamwork
Technologies
Banking automation systems, CRM tools