Personal Banking Advisor

Jobtailor; Bretagne; Sur place; EUR 36 000 - 60 000; Plein temps

Résumé du poste

Jobtailor is seeking a client relations professional in France to manage and grow a client portfolio within banking and insurance. You will assess risks, identify opportunities, and tailor proposals to meet client needs while ensuring proactive follow-up and strong relationship management.

The role emphasizes personalized solutions, meticulous record-keeping, and welcoming clients both in person and remotely, with a view to expanding the client base and increasing satisfaction.

Qualifications

• Education: Bac+2 level (associate degree) required.
• First experience in banking or insurance is a plus.
• Strong interest in banking and insurance.
• Strong negotiation skills.
• Excellent interpersonal skills.
• Rigour, strong organizational skills and team spirit.

Responsabilités

• Manage and grow your client portfolio by assessing risks and identifying opportunities.
• Acquire new clients through proactive outreach and tailored proposals.
• Identify clients' needs and provide personalized solutions.
• Ensure regular follow‑up and relationship management.
• Handle client requests proactively and responsively.
• Propose appropriate solutions and communicate timelines.
• Maintain and regularly update client records.
• Participate in welcoming clients both in person and remotely.

Connaissances

Client relationship management

Proactive outreach

Negotiation skills

Interpersonal skills

Organizational skills

Team spirit

Formation

Bac+2 level/associate degree

Description du poste

Responsibilities

• Manage and grow your client portfolio by assessing risks and identifying opportunities
• Acquire new clients through proactive outreach and tailored proposals
• Identify clients' needs and provide personalized solutions
• Ensure regular follow‑up and relationship management
• Handle client requests proactively and responsively
• Propose appropriate solutions and communicate timelines
• Maintain and regularly update client records
• Participate in welcoming clients both in person and remotely

Requirements

• Education: Bac+2 level (equivalent to a two-year post‑secondary/associate degree) required
• First experience in banking or insurance is a plus
• Strong interest in banking and insurance
• Strong negotiation skills
• Excellent interpersonal skills
• Rigour, strong organizational skills and team spirit

Core Competencies

Demonstrates strong client relationship management and proactive outreach skills, with a focus on personalized solutions in banking and insurance. Capable of assessing risks, identifying opportunities, and maintaining organized client records.

Highest-signal resume keywords

• Client Portfolio Management
• Proactive Outreach
• Negotiation Skills
• Interpersonal Skills
• Organizational Skills

ATS Optimization Keywords

Soft Skills

• Strong Negotiation Skills
• Excellent Interpersonal Skills
• Rigour
• Strong Organizational Skills
• Team Spirit

Industry Keywords

• Banking
• Insurance
• Client Relationship Management
• Risk Assessment
• Personalized Solutions