Description
We are seeking an Investment Consultant to join our Private Bank division. As an Investment Consultant, you will be responsible for managing the advisory and commercial activities within our branch network.
Responsibilities:
- Implement the managerial policies established and carry out commercial initiatives aimed at managing and developing the assigned client portfolio.
- Ensure a personalized relationship with the directly assigned clients, providing an adequate level of assistance regarding the bank's products and services.
- Work towards achieving the assigned revenue, economic, and capital targets for the directly managed client portfolio.
- Provide a high level of service and consultation to the assigned clients, complying with current regulations and fulfilling all operational and administrative obligations.
Requirements:
- Good knowledge of the socio-economic fabric of the research areas.
- Proven experience in investments, ensuring a thorough understanding of the managed savings sector, administered assets, and insurance.
- Ability to provide comprehensive advice to clients on products within your expertise.
- Capacity and willingness to engage in development activities.
- Knowledge of financial markets.
- Understanding of investment and financing products.
- Strong interpersonal skills.
- Commercial characteristics.
- Ability to understand client needs.
- Dynamic and results-oriented.
- Experience with artificial intelligence tools to improve operational efficiency, optimize workflows, and solve business challenges.
- Versatility and ability to work in a team.
Well-being & Benefits:
We prioritize the well-being and growth of our employees, offering:
- Emotionally and mentally balanced: a supportive work environment focusing on personal development and work-life balance.
- Physically thriving: smart and innovative workspaces, health programs, insurance coverage, and wellness initiatives.
- Socially connected: opportunities for networking, diversity, equity, and inclusion.
- Financially secure: pension plans, long-term care insurance, meal vouchers, and favorable conditions for our financial products.