Premier Banking Relationship Manager (Madrid)

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

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