Conseiller Clientèle Premium/Patrimoniale F/H
Core
Manage a portfolio of ~450 affluent households (80K€–200K€ assets) by providing comprehensive banking and insurance solutions for financial placements, project financing, and protection.
Role type
Premium/Wealth Client Advisor
Builds
Banking and insurance products for high-net-worth individuals
Domain
Banking and Insurance
Deliverable
product features
Required skills
Portfolio management, client relationship management, financial planning, insurance sales, mortgage lending, proactive client acquisition
Preferred skills
Mortgage expertise, experience in premium client management
Technologies
None stated
Responsibilities
Manage and grow the commercial portfolio, respond to client requests, listen to client needs and advise on projects (real estate, investments, protection), propose banking and insurance solutions, maintain regular contact with the portfolio, collaborate with the professional market and wealth management experts.
Seniority
Mid-level, individual contributor