Team Lead – Asesoramiento Patrimonial

hace 6 días


Pamplona, Navarra, España Catenon A tiempo completo

Buscamos incorporar un Team Lead de Asesores Patrimoniales Senior para la zona de Pamplona.

La misión principal será construir relaciones de confianza duraderas con clientes de alto patrimonio (superior a 1 millón de euros), ofreciendo un asesoramiento financiero personalizado, ético y orientado a resultados. El rol tendrá una marcada orientación hunter, centrado en la captación de nuevo patrimonio para su gestión.

Funciones principales

Liderar y coordinar el equipo de Asesores Patrimoniales en Pamplona, impulsando la consecución de objetivos y el crecimiento de la oficina.

Desarrollar una cartera de clientes de banca privada desde cero o a partir de relaciones propias (cartera ideal mínima: 1MM€).

Asesorar a clientes de alto patrimonio (HNWIs) con soluciones financieras adaptadas a sus objetivos vitales y perfil de riesgo, con el apoyo del Departamento de Producto.

Alcanzar objetivos anuales de captación en volumen de activos

Negociar y cerrar acuerdos, asegurando la correcta coordinación interdepartamental.

Realizar funciones de posventa y seguimiento para garantizar la fidelización de clientes.

Requisitos

Experiencia de 6 a 10 años en banca privada, gestoras, EAFs o entidades de asesoramiento patrimonial.

Capacidad para construir relaciones de confianza a largo plazo, sin conflicto de intereses.

Perfil hunter: se valora experiencia previa en captación

Conocimiento sólido en productos de inversión, planificación patrimonial y mercados financieros.

Estilo profesional ético, autónomo, orientado a resultados y con ambición de crecimiento en una organización estable.

Condiciones laborales

Flexibilidad horaria.

Jornada intensiva en verano (coincidiendo con vacaciones escolares).

Modalidad híbrida: 1 día de teletrabajo a la semana.



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