Private Banker: Build Trusted Portfolios and Relationships

Banco Finantia

Porto

Hybrid

EUR 45,000 - 65,000

Full time

14 days+

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Banco Finantia in Porto seeks a Private Banker to join our Private Banking team, focusing on acquisition, management and advisory for clients, delivering tailored investment solutions and high-quality service. You will work with experienced professionals, develop client relationships, monitor markets and collaborate across the bank to meet client objectives and regulatory requirements.

Requirements include a Master’s degree in Economics or related field, up to 2 years of experience, fluency in

Qualifications

Master’s degree in Economics, Management or a related field is required.
Up to 2 years of professional experience, preferably in commercial roles within Banking.
Good knowledge of financial markets and investment banking products.
Knowledge of Private Banking prospecting and client relationship techniques is valued.
Knowledge of financial sector regulation including AML, Operational Risk and Compliance.
Strong understanding of financial calculations including interest rates and spreads.
Fluency in English; knowledge of Spanish is valued.

Responsibilities

Manage and develop a portfolio of Private Banking clients with regular follow-up.
Identify opportunities to strengthen and diversify investments.
Monitor financial markets and collaborate with Asset Management for suitable solutions.
Support prospecting and acquisition of new clients and prepare meetings.
Execute and follow up on client investment transactions with proper registration.
Build trusted, long-term relationships with a personalised service.
Maintain client documentation in line with regulation and internal procedures.
Contribute to commercial activity reports and Private Banking materials.
Collaborate with bank areas to deliver integrated client responses.