Private Banker

hace 4 meses

Madrid, España Deutsche Bank A tiempo completo

Se responsabilizará de la cogestión y atención de todos los clientes que componen su cartera. Asimismo, también se encargará de la captación de clientes nuevos del perfil asignado a su segmento. Para ello contará con el apoyo y directrices del Private Banking Manager.

En el desempeño de sus funciones colaborará con el resto de segmentos de negocio de PCC y del Banco.

Responsabilidades del puesto
- Asegurar que las oficinas asignadas conocen la Propuesta de Valor de Banca Privada, y conocer el micro-mercado del entorno de todas estas oficinas.
- Colaborar con las Oficinas en la detección y captación de nuevos clientes, asi como con el segmento de Banca de Empresas en la captación y gestión del pasivo de las sociedades como de sus personas físicas.
- Realizar todas las acciones necesarias encaminadas a conseguir los objetivos de negocio establecidos para él, y para cada una de las Oficinas asignadas, impulsando las políticas comerciales definidas a tal efecto.
- Revisar conjuntamente con los Gestores de las Oficinas asignadas las oportunidades de traspaso o cogestión de clientes, para asegurar que tienen la potencialidad necesaria para acceder al Segmento.
- Captar nuevos clientes y negocio, siendo pro-activo 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.
- Realizar un seguimiento de los mercados financieros y noticias en general, compartiéndolos con el resto del equipo del CA y Gestores de las Oficinas asignadas.
- Mantener informados a sus clientes sobre la oferta de servicios y productos establecidos para Banca Privada, 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.
- Asegurar un nível 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.

Experiência

Experiência mínima de 5 años en la captación y gestión de clientes y en 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 y proactividad.

Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.

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