Wealth Development Advisor

hace 1 mes


Madrid, España Michael Page A tiempo completo

¿Dónde vas a trabajar?

Entidad financiera de Banca Privada

¿Qué harás en tu nuevo puesto?

Cuidar las relaciones con la Red, direccionando necesidades y metas de los clientes de alto patrimonio hacia las soluciones de Wealth Management.Coordinar las actividades de análisis y evaluación de los clientes en consonancia con La Dirección Comercial (DC) el RDBP y las funciones internas interesadas.Proponer una oferta a medida y ofrece soluciones de asesoramientos de wealth planning para la optimización de los objetivos del cliente y de la protección del patrimonio, a través de una oferta de soluciones, con la finalidad de conseguir la mejor diversificación a nivel global.Desarrollar el conocimiento directo de los clientes convirtiéndose en la persona de contacto institucional en la gestión de las relaciones con ellos.Dar soporte al Private Banker (PB) en el territorio en la oferta de un servicio de asesoramiento financiero y no financiero.Reunirse con clientes y potenciales de alto patrimonio, en apoyo a la Red para ayudar a transmitir la oferta comercial del Banco (Créditos, gestión patrimonial, banca corporativa, etc).Dar soporte y coordinar la preparación de documentación ad hoc, como soporte de las reuniones con clientes de alto patrimonio.Dar soporte y coordinarse con el Dpto. de Formación en la preparación de documentación ad hoc para las formaciones de la red de Banca Privada.Asesorar en la preparación y planificación de los eventos de Banca Privada.

¿A quién buscamos (H/M/D)?

Buen conocimiento de los mercados financieros, del concepto de planificación financiera holística, del sector bancario español, de las herramientas financieras, de la fiscalidad de altos patrimonios.Capacidad de trabajo en equipo, empático, don de gente, buenas capacidades de comunicación y comerciales.Conocimientos informáticos (paquete Office).Experiencia mínima de 10 años en sector banca privada.

¿Cuáles son tus beneficios?

Paquete salarial de 60.000 a 70.000 euros de salario fijoSeguro médico

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