Senior Private Banker - Spanish Clients

Altus; Madrid; Presencial; EUR 50.000 - 70.000; Jornada completa

Descripción de la vacante

Una institución financiera privada busca un banquero privado experimentado para el mercado español. Este rol clave implica desarrollar relaciones a largo plazo con clientes de alto patrimonio y ofrecer soluciones financieras personalizadas. Se espera que el candidato ideal tenga un sólido trasfondo en banca privada y habilidades excepcionales de comunicación. En un entorno dinámico, tendrás la oportunidad de impulsar el desarrollo de negocios y contribuir al éxito de la gestión de patrimonio, asegurando que las necesidades de los clientes se alineen con los servicios ofrecidos. Si estás listo para un desafío emocionante, esta posición es para ti.

Formación

• Experiencia en banca privada o gestión de relaciones es preferida.
• Habilidad para interactuar con individuos de alto patrimonio.

Responsabilidades

• Construir y mantener relaciones con clientes de alto patrimonio.
• Gestionar el ciclo completo de ventas y promover servicios de gestión de patrimonio.

Conocimientos

Gestión de Relaciones

Desarrollo de Negocios

Comunicación Interpersonal

Investigación de Mercado

Fluidez en Inglés

Fluidez en Español

Descripción del empleo

Location : Madrid

Salary : Attractive

Date : 27th January 2025

Our client, a private bank, is seeking an experienced Private Banker to focus on the Spanish market.

The ideal candidate will play a key role in driving business development, managing high-net-worth client relationships, and fostering client engagement.

Duties Include :

• Build and nurture long-term, productive relationships with high-net-worth clients in the Spanish market.
• Work closely with client account leads to deliver customized financial solutions.
• Conduct market research to uncover new business opportunities and understand customer needs.
• Promote the wealth management services, ensuring alignment with client objectives.
• Manage the complete sales cycle, including prospect identification, marketing calls, due diligence, and final client pitches.
• Maintain a deep understanding of the sales process and effectively communicate the value propositions of the products and services.

The preferred candidate will ideally have a private banking or relationship management background and demonstrate an understanding of how to deal with high-net-worth individuals on a daily basis.

English and Spanish language fluency is required.

You should also possess excellent communication and interpersonal skills as well as be able to interact at all levels of business effectively.

If you are interested in this opportunity, please email your C.V. to Altus Search or call on [phone] for a confidential discussion.