Summary: The role of Conseiller Clientèle Privée at LCL in Venelles 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 optimizing their wealth management. This position emphasizes customer satisfaction and aims to develop long-term partnerships with clients. 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 to clients.
• Offer specialized products such as life insurance and managed investment services.
• Advise while ensuring 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 or a related field (0 - 2 years).
• 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.
• Optimistic, reactive, and a trustworthy collaborator.
• Autonomous, curious, and proactive in developing client portfolios.

Salary (Rate): undetermined

City: Venelles

Country: France

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other