Client Relationship Manager

il y a 2 semaines


CourcelleslèsMontbard, Bourgogne-Franche-Comté, France LYONNAISE DE BANQUE Temps plein

About Us:

Lyonnaise de Banque, a subsidiary of Crédit Mutuel Alliance Fédérale, is a leading financial institution in the southern east of France, with a network of 420 agencies offering a wide range of products and services to clients in the Retail, Corporate, and Private Banking sectors.

Our Growth Strategy:

We are committed to responsible and sustainable growth, and we are seeking to expand our team to continue delivering exceptional service to our clients.

Your Role:

  • Manage a portfolio of high-net-worth clients, providing personalized advice and support throughout their financial life stages
  • Identify and mitigate financial risks to secure clients and the entity
  • Develop and maintain strong relationships with clients, understanding their needs and preferences
  • Acquire new clients through targeted marketing and business development initiatives

What We Offer:

At Crédit Mutuel Alliance Fédérale, we value our employees and offer a range of benefits, including bonuses, flexible working arrangements, training opportunities, and more.

Requirements:

  • Proven experience in sales or client relations, preferably in the financial services industry
  • Strong analytical and problem-solving skills, with the ability to identify and manage financial risks
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team

Certifications/Accreditations:

AMF certification is required for this role.


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