Summary: The role of Conseiller Clientèle Privée in Nancy involves serving a demanding clientele that requires a high level of expertise in banking, savings, and insurance products. The advisor will build trust-based relationships with clients, providing tailored financial advice and solutions to optimize their wealth management. The position emphasizes customer satisfaction and aims to contribute to LCL's ambition of being the leading urban bank in client satisfaction. The role is part of a collaborative agency environment, focusing on both in-person and remote client interactions.

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 accounts.
• Advise while ensuring 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 significant 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: Nancy

Country: France

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other