Licence Professionnelle Assurance, Banque, Finance - Chargé de clientèle at Université de Perpignan Via Domitia

The professional licence Assurance, Banque, Finance trains operational customer advisers for private and business clients in insurance, banking and finance, for intermediate sales and supervisory roles and technical posts in bancassurance. It is offered through work-study in pedagogical and administrative partnership with Greta and is run by the IAE of Perpignan.

Faculty: Institut d'Administration des Entreprises (IAE)  |  Duration: 1 year (60 ECTS)  |  Study mode: work-study (alternance); taught in French  |  Intake: September  |  Location: Perpignan, Occitanie, France

What you will study

450 hours of teaching, with supervised projects and a compulsory 3 to 5 month placement in France or abroad. Skills: analysing sectors and management practices, understanding client behaviour, proposing management and financing solutions, e-banking policies, multichannel sales and negotiation, and managing legal, financial and tax risks. English taught.

Career pathways

Portfolio management, tailor-made offers, sales and negotiation, customer-relationship management in bancassurance; customer adviser for private clients or businesses in insurance, banking, mutual insurers and wealth-management firms, financing managers, online-bank advisers. 100% six-month insertion rate for 2024 graduates and 92% success rate in 2024-2025.

Official programme page