Private Banking Senior Advisor (f/m/x)
On-siteMadrid, Madrid, Spain
Job Summary
Manage and develop the assigned client portfolio by providing financial services and advisory according to the bank's model. Generate acquisition opportunities by leveraging client knowledge, products, and market insights to meet satisfaction expectations and drive new client acquisition. Maintain deep knowledge of assigned clients through continuous research and contact to generate appropriate sales solutions. Collaborate with other bank segments for market prospecting and new client capture, specifically supporting the Bank for Entrepreneurs strategy with integrated resources. Ensure compliance with relevant legal, regulatory, and policy requirements while acting as the primary connection for existing clients to secure new opportunities. Achieve bank-set targets aligned with your profile and portfolio.
Required Qualifications
- Senior profile in Private Banking
- Solid experience in the sector
- Responsibility to manage and develop the assigned client portfolio
- Providing services and financial advice according to the bank's model
- Deep collaboration with other bank segments for market prospecting and new client acquisition
- Meeting acquisition objectives and interlocuting with clients
- Using knowledge of the client, products, and markets to generate acquisition opportunities
- Working to meet client satisfaction expectations
- Acquiring new clients and maintaining deep knowledge of assigned clients
- Research and continuous contact to generate appropriate sales solution ideas
- Familiarity with relevant legal, regulatory, and policy requirements of the Bank
- Acting in accordance with legal, regulatory, and policy requirements
- Being the connection with existing clients
- Ensuring new client opportunities
- Meeting objectives set by the bank according to profile and portfolio
- Collaborating with other bank departments for the Bank for Entrepreneurs strategy
- Offering integral solutions and services to clients
- Accredited training and degree according to job requirements
- Minimum of 3 years in similar positions
- High communication capacity
- Commercial skills
- Ability to generate trust and establish solid relationships with high-level clients
- Strategic vision
- Results orientation
- Intermediate to high level of English
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