Description
We are seeking a senior profile in Private Banking with solid experience in the sector. The successful candidate will be responsible for managing and developing the assigned client portfolio, providing financial services and advice according to the bank's model.
The selected person will have to work in close collaboration with the rest of the bank's segments, with which they will cooperate for market prospecting and capturing new clients.
Responsibilities
- Meet client acquisition and communication objectives
- Use knowledge of clients, products, and markets to generate acquisition opportunities and work to meet client satisfaction expectations
- Acquire new clients and maintain an in-depth understanding of assigned clients through research and continuous contact to generate suitable sales solution ideas
- Be familiar with and act in accordance with relevant legal, regulatory, and bank policy requirements
- Serve as a connection with existing clients and work to secure new client opportunities
- Achieve objectives set by the bank in line with their profile and portfolio
- Collaborate with other bank departments on the strategy for Bank for Entrepreneurs, using available resources to offer integrated solutions and services to clients
Skills
- Accredited education and qualifications in line with post requirements, as well as a minimum of 3 years of experience in similar roles
- High communication and commercial skills, with the ability to generate trust and establish strong relationships with high-level clients
- Strategic vision and results orientation
- Intermediate to advanced level of English
- Demonstrated ability to leverage AI tools to improve productivity, optimise workflows, and solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI-generated results
Wellbeing and Benefits
- Mental and emotional balance: We support you during difficult times, helping you manage crises, illnesses, and maintain good mental health
- Physical wellbeing: We care for your physical health by offering preventive measures and a work environment that promotes wellbeing
- Social connection: We believe in collaboration, inclusion, and a sense of belonging as pillars of wellbeing
- Financial security: We support you in achieving your financial goals, both in your current job and in the future