Negotiable
Undetermined
Undetermined
Menton, France
Summary: The role of Conseiller clientèle Professionnels in Menton involves serving as a key contact for professional clients in banking and insurance, focusing on artisans, merchants, and small businesses. The position emphasizes building trust and providing tailored advice to enhance client satisfaction and support their professional development. Candidates are expected to engage with clients regularly and analyze their financial needs to offer appropriate solutions. This role is part of LCL, a national bank committed to customer satisfaction and social responsibility.
Key Responsibilities:
- Accompany and develop a diverse portfolio of professional clients through prospecting and advisory actions.
- Analyze and propose financing, cash management, investment, and insurance solutions while ensuring risk management and overall profitability.
- Assist professionals in managing their personal wealth.
- Provide daily financial analysis advice to clients based on local economic knowledge.
- Regularly meet clients at their place of business to strengthen partnerships and become a key expert for their business.
Key Skills:
- Successful prior experience as a Professional Client Advisor with a Bac +3/Bac +5 diploma.
- Strong interpersonal skills and a customer service orientation.
- Curiosity and analytical capabilities.
- A competitive spirit with a focus on performance and risk management.
- Optimistic and proactive, with a commitment to client satisfaction and portfolio development.
Salary (Rate): undetermined
City: Menton
Country: France
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other