Client Relationship Manager
il y a 2 semaines
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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