Summary: The role of Conseiller Clientèle Privée at LCL in Charleville-Mézières involves serving a demanding clientele by providing expert banking, savings, and insurance services. The position emphasizes building long-term relationships with clients through personalized advice and comprehensive portfolio management. Candidates are expected to have a strong background in wealth management and a commitment to client satisfaction. This role is part of a collaborative agency environment focused on client service and professional growth.

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, preferably with a specialization in wealth management.
• Experience in wealth management, with 0 - 2 years of relevant experience.
• Strong interpersonal skills and a customer service orientation.
• Analytical abilities and a high level of curiosity.
• Strong interest in 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: Charleville Mézières

Country: France

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Finance