Summary: The role of Conseiller Clientèle Privée in Nancy involves serving a demanding clientele of professionals, providing high-level expertise in banking, savings, and insurance products. The position requires building trust-based relationships with clients to optimize their wealth management and ensure long-term satisfaction. The candidate will work collaboratively within a professional agency environment, focusing on client needs and risk management. This role is part of LCL, a national bank committed to customer satisfaction and social responsibility.

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 or managed accounts.
• Advise while focusing on risk management and overall relationship profitability.
• Personalize and adapt advice using intelligent savings solutions.

Key Skills:

• Experience in wealth management with a Bac +3/Bac +5 qualification.
• Strong relational skills and customer service orientation.
• Analytical abilities and significant 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: Nancy

Country: France

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Finance