TP Chargé de clientèle de particuliers
(Personal Client Advisor) – Level 6

The Chargé de clientèle de particuliers (Personal Client Advisor) professional certificate/title (Titre Professionnel) meets the need for banking and insurance institutions to recruit client advisors who can provide specialist advice to retail clients. It differs from the CQP for Wealth Management Advisors (Conseiller en gestion de patrimoine - RNCP 38614), which specifically involves a high-net-worth clientele.

The digital transformation, combined with stricter banking regulations, have necessitated an update to the reference framework for activities, skills and certification assessment, making certification all the more relevant for employees with a certain level of seniority.

The Chargé de clientèle de particuliers (Personal Client Advisor) professional certificate/title (Titre Professionnel) can open up new career opportunities both within our industry branch and throughout the entire banking sector, and is open to candidates recruited from other banks via Recognition of Prior Learning (RPL) pathways. It also strengthens the branch’s appeal, particularly among young professionals, by enabling them to obtain a recognised certification.

Find out more about the Chargé de clientèle de particuliers (Personal Client Advisor) TP

Roles and functions

In conjunction with your manager, as a personal client advisor you will be responsible for developing your business in terms of quality and performance. Working independently, you will define and implement a long-term partnership strategy that ensures customer satisfaction and effective risk management. You will be a driving force in anticipating and detecting future needs. You will work closely with internal teams and across other business and wealth management portfolios and you will support the entity’s vitality and reach.

You may hold any of the following positions:

  • Conseiller de clientèle particuliers (Retail Client Representative)
  • Chargé de clientèle particuliers (Retail Account Manager)
  • Assistant service client (Customer Service Assistant)
  • Attaché clientèle (Customer Representative)
Go to the online form: “RPL eligibility application”

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