Conseiller Clientèe Bordeaux Victor Hugo 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 based on trust and client satisfaction while offering tailored financial advice. The candidate will work collaboratively within a team to develop a diverse portfolio through proactive client engagement and analysis. This position is part of a commitment to inclusivity and customer satisfaction within a leading banking institution.

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 adapted to client needs.
• Offer specialized products such as life insurance and managed accounts.
• Provide advice while focusing on risk management and overall relationship profitability.
• Personalize and adapt advice using intelligent savings solutions.

Key Skills:

• Minimum education level of Bac +3 / L3.
• Experience in wealth management or a related field.
• Strong interpersonal skills and customer service orientation.
• Analytical abilities and curiosity about economic, fiscal, and legal environments.
• Performance-driven with a sense of responsibility and risk management.
• Optimistic, reactive, and a trustworthy collaborator.
• 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: Finance