Agente Private Banker

hace 4 semanas

Barcelona, Barcelona, España Michael Page A tiempo completo

¿Dónde vas a trabajar?

Banco Internacional con focus en el asesoramiento patrimonial

¿Qué harás en tu nuevo puesto?

Desarrollar el conocimiento directo de los clientes convirtiéndose en la persona de contacto institucional en la gestión de las relaciones con ellos.Proponer una oferta a medida y ofrecer soluciones de asesoramiento 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.Reunirse con clientes y potenciales de, para transmitir la oferta comercial del Banco (Créditos, gestión patrimonial, banca corporativa, etc)Captación de nuevos clientes para la entidadRealización de visitas comerciales

¿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.Experiencia mínima de 8 años en sector banca privada. ¿Cuáles son tus beneficios? Ambicioso plan de desarrollo profesional y remuneración meritocráticaAmplia gama de productos y servicios bancarios, de protección y de inversión personalizado al target de cliente.Amplio apoyo en comunicación, tecnología y herramientas para el desarrollo de tu actividad.Programa de formación para que dispongas de todos los conocimientos y actualizaciones que el mercado requiere.Completa autonomía para planificar tu ritmo de trabajo y así obtener una verdadera conciliación familiar.Libre composición de la cartera. No existen objetivos sobre productos ni budget

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