Summary: The role of Conseiller Clientèle Privée at LCL in La Baule 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 comprehensive wealth management strategies. The candidate will work collaboratively within a team to enhance client satisfaction and contribute to the bank's mission of being a leader in customer service. This position is part of a national bank that values human connection and inclusivity.

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 investment services.
• Advise while focusing on risk management and overall relationship profitability.
• Personalize and adapt advice using intelligent savings solutions tools.

Key Skills:

• Experience in wealth management with a Bac +3/Bac +5 degree.
• Strong relational 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 for clients.
• Autonomous, curious, and proactive in developing client portfolios.

Salary (Rate): undetermined

City: La Baule

Country: France

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other