The clientele manager is also called
a commercial consultant or a commercial attaché.
After the completion of a professional experience reinforced
by in-house training periods , the position may evolve
towards the position of a finance consultant or patrimony
management consultant. The first career step consists in
moving from an individual clientele to a corporate clientele.
To
train clientele assistant in the bank sector. The final
goal of the position is the management and development
of the private clientele portfolio and to ensure at the
same time a council mission, to increase customer's loyalty
and prospecting. The clientele manager is thus to know
perfectly well the products (financial investments, credit,
management assistance services) and offer the clientele
individual products. The bank products salesperson should
also be able to assess the patrimonial situation of the
customer, to spot the needs of the customer in comparison
with his or her wealth, his or her projects and fiscal
situation. He or she should be able to assess the client
risk in all situations (account opening , loan agreement).
(S)he should be able to develop a relation of trust and
confidentiality with the client. He or she should follow
the evolution of the financial markets.
In the bank sector, two-third of the people hired have
passed either the baccalaureate
or a 2-year-post baccalaureate diploma. The heart of the
target remains the BTS or DUT training with a hiring orientated
towards the sale of finance and bank products (ONISEP).
TUITION
FEES
1100 Euros/
year
