Wealth Management Lead

hace 3 meses


Bilbao, España Deutsche Bank A tiempo completo

**Wealth Management Lead (Bilbao)**:
**Job ID**:R0195084**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-09-18**Location**:Bilbao**Position Overview**:
El Lead Salesperson es responsable de cumplir con los objetivos de ventas e ingresos acordados. Utilizar el conocimiento detallado del cliente/producto, el conocimiento del mercado y las relaciones con los clientes para generar oportunidades de ventas y trabajar para cumplir con las expectativas de satisfacción del cliente. Adquirir y mantener un conocimiento profundo sobre el cliente/producto asignado a través de la investigación y el contacto continuo que permita la generación de ideas de soluciones de ventas adecuadas. Estar familiarizado con los requisitos legales, reglamentarios y de política del Banco pertinentes y actuar en consecuencia. Ser la conexión con clientes existentes y trabajar para asegurar nuevas oportunidades de clientes. Trabajar en equipo conjuntamente con equipos de producto, comercialización, investigación, servicios al cliente y operaciones, si corresponde y en la medida en que sea acorde con el área comercial, para garantizar la entrega efectiva de productos/clientes de extremo a extremo.

Responsabilidades del puesto / Experiência / Perfil
- Capacidad de relación a alto nível para captar clientes y generar negocio en el segmento UHNW, tanto a nível nacional como internacional.
- Experiência en el asesoramiento sofisticado de patrimonios a alto nível.
- Visión estratégica del negocio global de la entidad. La propuesta de valor de Deutsche Bank es global en todos los mercados y en todos los segmentos de clientes. El Banquero de UHNW debe, además de su negocio, ser capaz de coordinarse y colaborar con los responsables de otros segmentos de clientes y divisiones del Banco para identificar oportunidades en todos los ámbitos. Especialmente en el segmento de Banca de Empresas, por las sinergias que presentan ambos grupos de clientes estratégicos.
- Responsabilidad sobre la cuenta de resultados y los indicadores de gestión correspondientes a su actividad y equipo gestionado. Siendo responsable de la consecución de los objetivos fijados a nível personal y de equipo.
- Capacidades de gestión de equipos. Cada banquero de UHNW es el líder de una unidad integrada por banqueros con menor experiência junto con especialistas en inversiones y otros profesionales de apoyo, por lo que es necesario disponer de habilidades y experiência en el liderazgo de equipos.
- Dotes de comunicación y liderazgo para representar al Grupo Deutsche Bank en eventos colectivos externos e incluso con presencia de medios de comunicación.
- Nível fluido de inglés, por la exposición a relaciones de carácter internacional tanto con clientes como internamente.

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.



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