Summary: The role of Conseiller Clientèle Privée at LCL in Salon de Provence involves serving a demanding clientele by providing high-level expertise in banking, savings, and insurance products. The advisor is responsible for building trust-based relationships with clients, offering tailored financial advice, and ensuring long-term satisfaction and asset optimization. The position emphasizes a commitment to customer satisfaction and social responsibility within a collaborative agency environment. Candidates are expected to have a background in wealth management and strong interpersonal skills.

Key Responsibilities:

• Accompany and develop a diverse portfolio through prospecting and advisory actions.
• Detect client needs and conduct comprehensive wealth analysis.
• Propose and present banking and insurance offers tailored to client needs.
• Offer specialized products such as life insurance and managed accounts.
• Advise while focusing on risk management and overall relationship profitability.
• Personalize and adapt advice using intelligent savings solutions tools.

Key Skills:

• Minimum education level of Bac +3 / L3, preferably with a specialization in wealth management.
• Experience in wealth management, ideally 0-2 years.
• Strong interpersonal 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.
• Proactive, autonomous, and capable of leveraging initial commercial experiences for client satisfaction.

Salary (Rate): undetermined

City: Salon de Provence

Country: France

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other