Personal Clients Advisor

hace 1 mes

Salamanca, España Deutsche Bank A tiempo completo

Personal Clients Advisor - Salamanca Job ID: R0342334 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2024-10-02 Location: Salamanca Position Overview En dependencia del Branch Manager, se responsabilizará de la captación de nuevos clientes y negocios.
También deberá atender y gestionar su propia cartera de clientes, debiendo mantener e incrementar su actividad mediante la comercialización de productos y servicios financieros orientados a este segmento.
Responsabilidades del puesto Realizar todas las acciones necesarias encaminadas a conseguir los objetivos de negocio establecidos, impulsando las políticas comerciales definidas a tal efecto.
Captar nuevos clientes y negocio, siendo proactivo en la búsqueda de nuevos clientes y cumpliendo con las obligaciones formales y de análisis del riesgo de potenciales clientes, con carácter previo a la propuesta de adopción y revisión.
Realizar el seguimiento de la información comercial (consecución presupuestaria, evolución de Campañas, informes de rentabilidad, etc.)
y revisar periódicamente la consecución de su Plan de Ventas.
Mantener informados a sus clientes sobre la oferta de servicios y productos establecidos para Banca Personal, así como identificar continuamente nuevas oportunidades de venta de productos y servicios que puedan mejorar su fidelización con el Banco.
Gestionar la relación habitual con los clientes que dispongan del servicio de Cartera Asesorada y gestionar la totalidad de sus necesidades de inversión.
Asegurar el cumplimiento de la normativa implantada por el Banco en todas las tareas de información sobre inversiones y/o asesoramiento a clientes que realice.
Asegurar que las operaciones de riesgo que plantee son adecuadas al perfil del cliente, tienen sentido económico y cumplen los criterios establecidos por la normativa en vigor.
Monitorizar la evolución de las operaciones de riesgo concedidas a su cartera de clientes y, cuando sea necesario, comunicar las posibles situaciones de deterioro del cliente o del riesgo concedido (para ello deberá seguir periódicamente el desarrollo económico del cliente).
Asegurar un nivel excelente de atención y servicio a todos sus clientes y potenciales, de forma eficaz y eficiente en todos sus cometidos, de acuerdo a la normativa que establezca el Banco.
Asegurar una adecuada rentabilidad para el Banco del negocio captado y del gestionado de acuerdo con los parámetros establecidos, siempre velando por los intereses del cliente.
Experiencia Se valorará experiencia mínima de 2 años en la gestión de clientes y comercialización de productos bancarios.
Formación / Perfil personal Se valorará titulación universitaria, preferiblemente Empresariales y/o Económicas.
Se valorará titulación en asesoramiento de banca personal y/o privada.
Buena capacidad de relación y comunicación.
Alta orientación al cliente.
Orientación a resultados y a consecución de objetivos.
Alta capacidad de trabajo en equipo.
Capacidad de planificación.
Iniciativa.
We strive for a culture in which we are empowered to excel together every day.
This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people.
Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
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