Conseiller Clientèle Privée - Valence et périphérie H/F

Summary: The role of Conseiller Clientèle Privée involves serving a demanding clientele that requires a high level of expertise in banking, savings, and insurance products. The position focuses on building trust-based relationships with clients, providing tailored advice, and optimizing their wealth management strategies. The candidate will work collaboratively within a team to enhance customer satisfaction and contribute to the bank's mission of being a leader in client satisfaction. This position is part of LCL, a national bank committed to human-centric values 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 that meet client needs.
• Offer specialized products such as life insurance and managed investment services.
• Advise clients while ensuring risk management and overall profitability of the relationship.
• Personalize and adapt advice using intelligent savings solutions.

Key Skills:

• Experience in wealth management and a degree in finance or related fields (Bac +3/Bac +5).
• Strong interpersonal skills and a customer service orientation.
• Analytical abilities and a high level of curiosity.
• Interest in economic, fiscal, and legal environments.
• Performance-driven with a sense of responsibility and risk management.
• Autonomous, curious, and proactive in developing client portfolios.

Salary (Rate): undetermined

City: Valence

Country: France

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other