Summary: The role of Conseiller Clientèle Privée involves providing high-level expertise and personalized service to a demanding clientele in the banking sector. The position requires a blend of strong interpersonal skills and financial acumen to analyze client needs and offer tailored banking, savings, and insurance products. The advisor is expected to build trust and maintain long-term relationships with clients while achieving commercial objectives. This position is part of LCL, a prominent banking institution in France, emphasizing human-centric values and professional development.

Key Responsibilities:

• Conduct comprehensive wealth analysis to identify client needs.
• Promote and sell LCL's standard banking offerings and services.
• Offer specialized financial products such as life insurance and managed investment services.
• Build and maintain strong client relationships through exceptional service and trust.
• Detect commercial opportunities and provide customized solutions for clients.
• Negotiate and influence to secure the best outcomes for clients.
• Manage multiple client portfolios with attention to detail and organization.
• Adapt quickly to changing client needs and market conditions.

Key Skills:

• Strong customer service orientation and relationship-building skills.
• Ability to identify commercial opportunities and provide tailored advice.
• Negotiation and influencing skills to achieve optimal client solutions.
• Organizational skills to manage multiple client accounts effectively.
• Adaptability to evolving client needs and market dynamics.
• Experience in wealth management or high-end client services.
• Minimum educational qualification of Bac + 3 or Bac + 5 in wealth management.

Salary (Rate): undetermined

City: Paris

Country: France

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Finance