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Client Relationship Executive for Individuals

Il y a 3 mois

Bolbec, Normandie, France Caisse d'Epargne Normandie Temps plein

Become a vital part of Caisse d'Epargne Normandie, a bank dedicated to the Normandy region.

  • Engage in the growth of the local economy by joining a financial institution that champions projects focused on inclusion, innovation, and sustainable energy in Normandy.
  • Strive for excellence and foster quality client relationships within small, collaborative teams, supported by local management and streamlined decision-making.
  • Unlock your potential in a bank that prioritizes your professional development. Discover various roles aligned with your skills and aspirations, while interacting with clients and having opportunities to progress to specialized or leadership positions.
  • Make a significant impact in your career at a company recognized for its diverse commitments: corporate social responsibility, inclusion, training, diversity, support for disabilities, philanthropy, sports, arts, and more. Our cooperative organization is a leading advocate for the social and solidarity economy in the nonprofit sector in Normandy, the first French bank to achieve B Corp certification, and a key partner of the Paris 2024 Olympics.

Role Overview and Responsibilities

We are seeking a Client Relationship Executive for Individuals to join our team.

As the main point of contact for clients, your primary responsibility will be to oversee a portfolio of individual clients. You will provide a comprehensive suite of products and services tailored to meet and anticipate their needs through a multi-channel approach.

  • Market and promote a variety of products and services.
  • Expand your client portfolio through scheduled meetings and outreach calls.
  • Attract new clients through referrals and proactive prospecting, ensuring high-quality relationships.
  • Collaborate with specialized advisors (wealth management, business professionals, etc.).
  • Assess client risk and manage pre-litigation situations.

The diverse nature of the Client Relationship Executive role, along with our commitment to your skill enhancement, will pave the way for commercial career opportunities within the organization.

Candidate Profile and Required Qualifications

Possessing a Bachelor's degree in commerce or banking, you have experience in managing client portfolios, ideally within the Banking and Insurance sectors.

You are well-versed in banking practices, sales techniques, taxation, and family law. Your approach is meticulous, organized, and focused on delivering quality service.

As a Client Relationship Executive, your interpersonal, negotiation, and advisory skills will be crucial for your success and career advancement within the organization.