IPB, Client Advisor, Vice President, Spain
hace 2 semanas
For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. Job Summary: As an Vice President, Client Advisor in the Spanish private banking team, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Our Client Advisors are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success. Job Responsibilities: Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measure Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal Required Qualifications, Capabilities and Skills: Significant experience in Private Banking working with high net worth individuals or related fields within financial services Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities Strong reputation with an established network Preferred Qualifications, Capabilities and Skills: Asset allocation / multi asset class portfolio or sales experience is favourable Chartered Financial Analyst (CFA) is a plus Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
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Regional Vice President, Enterprise Sales
hace 14 horas
Italy, Remote; Madrid, Spain; Paris, France; Tel Aviv, Israel Datadog A tiempo completoWe are searching for an experienced Regional Vice President, Sales that has a passion for technology and a solid track record in second line leadership working in a high growth tech environment. As we continue to break into bigger deals, and formalize our support for the larger enterprise segment, this sales department within Datadog will blaze the path for...
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Independent Financial Advisor
hace 7 días
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Independent Financial Advisor
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Customer Service Advisor, Spain
hace 6 días
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Vice President – Private Credit, Americas
hace 6 días
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hace 2 semanas
Spain 360 Talent A tiempo completoCLIENT ADVISORMADRID SERRANO - FLAGSHIP BOUTIQUEUsted podría ser el solicitante perfecto para este trabajo. Lea toda la información asociada y asegúrese de presentar su candidatura.OFFERING:Salary up to €28K, according to experienceGreat Benefits and bonus scheme40 hours per weekRESPONSIBILITIES:Build customer loyalty through proactive client...
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hace 6 días
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Tax Expert/ CPA
hace 6 días
Spain AGROUP CONSULTING A tiempo completoAbout Agroup Consulting ¿Tiene su CV preparado? Si es así y confía en que este es el puesto ideal para usted, asegúrese de enviar su solicitud lo antes posible.Agroup Consulting is an international advisory firm specializing in cross-border taxation, immigration, and business structuring. With offices and operations across Europe, the Americas, and...
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Tax Expert/ CPA
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Spain AGROUP CONSULTING A tiempo completoAbout Agroup Consulting Agroup Consulting is an international advisory firm specializing in cross-border taxation, immigration, and business structuring. With offices and operations across Europe, the Americas, and beyond, we provide premium consulting services to expats, high-net-worth individuals, entrepreneurs, and international families. Our expertise...
