Job description
At LCL, moving forward means building a tailored wealth strategy. As a Private Client Relationship Manager, you will lead the wealth strategy for high-end clients by proposing suitable investment, credit and insurance solutions supported by a global legal and tax perspective.
Main responsibilities
- Conduct comprehensive wealth analyses covering assets, taxation and succession to identify the needs and objectives of private clients.
- Present, negotiate and sell LCL banking products, including discretionary management mandates, capitalization products, life insurance and wealth financing.
- Provide legal and tax expertise to inform investment decisions and ensure the relevance of proposed solutions.
- Build a long-term relationship of trust by providing premium follow-up and responsiveness.
Future environment
You will join the professional client agency in La Rochelle, a team of seven professionals focused on supporting clients' projects. The agency is characterized by daily interaction, strong team cohesion and local dynamism. Guillaume Rinaud, Agency Director, will support you through autonomy, co-construction of objectives and continuous development.
Professional development
LCL offers support and training throughout your career within LCL and the Crédit Agricole Group. More than 3,000 employees change roles within LCL each year.
Benefits
- Attractive overall compensation package with fixed and performance-related variable pay.
- Group savings plan, profit-sharing and company savings contributions.
- Additional leave under the banking collective agreement.
- Preferential banking rates and CSE benefits.
- Up to 33 days of remote work per year.
- LCL Pass benefits including childcare assistance, meal vouchers and teleworking equipment support.
- Health and provident insurance with extended coverage.
- Sustainable mobility package and practical benefits.
Requirements
- Bachelor's degree or equivalent.
- At least initial experience, including an internship or work-study placement, in wealth management or banking with high-end clients.
- Strong knowledge of complex financial products and associated legal and tax advice.
- Relationship-building, listening, sales, analytical, organisational, digital and teamwork skills.
Recruitment process
The process includes an Assessfirst questionnaire, a telephone discussion with an HR recruiter, an HR interview and an interview with the business manager. All positions are open to people with disabilities.