Conseiller Clientè Bordeaux Intendance H/F

Summary: The role of Conseiller Clientèle Privée at LCL in Bordeaux involves serving a demanding clientele by providing expert banking, savings, and insurance products. The position emphasizes building long-term relationships with clients through personalized advice and a focus on customer satisfaction. The candidate will be responsible for portfolio development, needs analysis, and risk management while collaborating closely with other advisors. This position is part of LCL's commitment to becoming a leading urban bank focused on client satisfaction.

Key Responsibilities:

• Accompany and develop a diverse portfolio through prospecting and advisory actions.
• Detect client needs and conduct comprehensive wealth analysis.
• Propose and present tailored banking and insurance offers to meet client needs.
• Offer specialized products such as life insurance and managed accounts.
• Provide advice while ensuring risk management and overall relationship profitability.
• Personalize and adapt advice using intelligent savings solutions tools.

Key Skills:

• Minimum education level of Bac +3 / L3.
• Experience in wealth management and a Bac +3 / Bac +5 diploma.
• 3-5 years of experience in private client advisory is desirable.
• Strong interpersonal skills and customer service orientation.
• Analytical abilities and significant curiosity about economic, fiscal, and legal environments.
• Performance-driven with a sense of responsibility and risk management.
• Optimistic, reactive, and a trusted collaborator for clients.
• Autonomous, curious, and proactive in developing client portfolios.

Salary (Rate): undetermined

City: Bordeaux

Country: France

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other