The successful candidate will work as part of the Puilaetco Private Banking business. The main purpose of the role is the recruitment of new clients, development of business flow with the existing clientele, and customer relation management.
Building a client portfolio
Recruitment of new clients and developing sustained relationships with existing clients.
Creating value by continuous analysis and correct estimations of the expectations and needs of the client.
In accordance with our internal specialists, you will deliver holistic personally adjusted service and advice about investments, fiscal and juridical wealth structuring, credits, and estate planning based on your knowledge of the financial market.
Continuously following the results and returns of the client portfolio and taking remedial action where necessary within the policies of the Bank.
Following the evolution of the financial market and analysis, socio-economic actuality and legal/fiscal changes.
Following the evolution of the products, services and resolutions the company offers and may be of interest to your clients.
Proceed by the external regulations and rules/procedures of the Bank in accordance with the performed function and follow-up of all risk and compliance activities with mitigation of risks and escalations to the management if necessary.
Developing a personal network and taking commercial actions towards your clients.
Knowledge and Experience
Masters degree within an economical/financial field or equal due to experience
Track record in client prospection with at least 5 years of experience in a similar commercial function
Proof of commercial results are an asset
Attributes and Qualities
Strong financial knowledge and background
Knowledge of rules and procedures applied to the sector
Entrepreneurial and open mindset, with a strong need for challenge
Strong commercial skills with excellent relationship management skills
Analytical mindset and having the capacity to analyse problematic situations and administer solutions for them
Passion for financial markets, research, and strategy
Windows Office (Excel, Power Point, Word), Microsoft Outlook