GESTOR/A BANCA PREMIER - RED - CONTRIBUIDOR INDIVIDUAL

CaixaBank, S.A; Madrid; Presencial; EUR 48.000 - 70.000; Jornada completa

Descripción de la vacante

CaixaBank, S.A., based in Madrid, seeks a Premier Banking Manager to manage its Premier Banking portfolio and develop commercial activity with assigned clients, delivering tailored financial solutions. The role emphasizes understanding client needs and increasing business results through compliant advisory and proactive service.

The candidate will apply knowledge of customers and sectors to provide independent advice while aligning with risk and regulatory requirements within the Premier Banking

Formación

• Experience in Premier Banking or managing a high-net-worth client portfolio.
• Ability to develop and manage commercial activity with assigned clients.
• Knowledge of banking products and financial services and regulatory frameworks.

Responsabilidades

• Manage Premier Banking portfolio and client relations.
• Develop commercial activity and satisfy client financial needs.
• Contribute to increasing bank results by achieving business objectives.

Conocimientos

Customer service quality

Commercial systematics

Customer relationship model

Customer acquisition

Closing sales and negotiation

Banking products and services

Portfolio management

Policies and procedures (risk, AML)

Financial advice

Knowledge of customers and sectors

Premier banking products

Product-based sales

Tax standards and regulations

Independent advice

Asset diversification

Opportunity identification

Commercial tools

Money laundering regulations

Financial environment

AI literacy

Descripción del empleo

Location: MADRID, MD, ES, 28010

GESTOR/A BANCA PREMIER - RED - CONTRIBUIDOR INDIVIDUAL

Job profile

It works exclusively to manage its Premier Banking portfolio, developing the necessary commercial activity with all assigned clients, through knowledge of them, focused on satisfying their financial needs and contributing to the increase of the results of the Entity through the achievement of business objectives.

Skills

Hard Skills

• CUSTOMER SERVICE QUALITY
• COMMERCIAL SYSTEMATICS
• CUSTOMER RELATIONSHIP MODEL
• CUSTOMER ACQUISITION
• CLOSING SALES, NEGOTIATION AND AGREEMENTS
• BANKING AND/OR FINANCIAL PRODUCTS AND SERVICES
• COMMERCIAL MANAGEMENT AND CLIENT PORTFOLIO
• OPERATIONS, RISK, AND SECURITIES POLICIES AND PROCEDURES
• FINANCIAL ADVICE
• KNOWLEDGE OF CUSTOMERS AND SECTORS
• PREMIER BANKING PRODUCTS AND SERVICES
• PRODUCT COMBINATION-BASED SALES
• TAX STANDARDS AND REGULATIONS
• INDEPENDENT ADVICE
• DIVERSIFICATION OF ASSETS
• ANTICIPATION AND PROACTIVE IDENTIFICATION OF BUSINESS OPPORTUNITIES
• COMMERCIAL TOOLS
• INTERNAL REGULATIONS AND PROCEDURES AGAINST MONEY LAUNDERING
• FINANCIAL ENVIRONMENT
• AI LITERACY

Soft Skills

• ALLIANCES – COMMUNICATION
• HUMANISM – COMMUNICATION AND EMPATHY
• ALLIANCES – COLLABORATION AND TRANSVERSALITY
• ALLIANCES – INFLUENCE
• ALLIANCES – CUSTOMER ORIENTATION
• HUMANISM – LEADERSHIP AND TEAM DEVELOPMENT / SELF-LEADERSHIP
• ANTICIPATION – ANTICIPATION AND CHANGE MANAGEMENT