Summary: The role of Conseiller Clientèle Privée in Montpellier involves providing high-level financial and customer service to a demanding clientele. The position requires expertise in banking, savings, and insurance products, along with the ability to analyze client needs and offer tailored solutions. The advisor will be responsible for building trust and maintaining relationships with clients while promoting LCL's financial offerings. This position is part of a national bank committed to customer satisfaction and employee development.

Key Responsibilities:

• Conduct comprehensive wealth analysis and identify client needs.
• Promote and sell LCL's banking products and services, including management mandates and capital products.
• Offer complex financial products such as life insurance and managed investment solutions.

Key Skills:

• Strong customer service orientation and ability to build trust with high-end clients.
• Ability to identify commercial opportunities and provide tailored advice.
• Negotiation and influencing skills to secure optimal solutions for clients.
• Organizational skills to manage multiple client portfolios effectively.
• Adaptability to meet evolving client needs in a dynamic environment.

Salary (Rate): undetermined

City: Montpellier

Country: France

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Finance