Private Banker
hace 20 horas
Buscamos incorporar un Private Banker con sólida experiencia en gestión patrimonial y una cartera consolidada, para reforzar el equipo de banca privada de reconocida boutique.El candidato ideal será un profesional con capacidad de atracción de nuevos clientes, visión estratégica y orientación al servicio personalizado.ResponsabilidadesGestión activa de una cartera de clientes de alto patrimonio (mínimo 20M€).Asesoramiento financiero integral, incluyendo planificación patrimonial, fiscalidad, inversión y sucesión.Coordinación con equipos internos para ofrecer soluciones a medida.Cumplimiento normativo y seguimiento de estándares éticos y de calidad.RequisitosExperiencia mínima de 4 años en banca privada.Cartera activa de clientes con al menos 20M€ en activos bajo gestión.Titulación universitaria en ADE, Economía, Derecho o similar.Certificación EFPA (obligatoria).Alta orientación comercial, habilidades de negociación y trato excelente con el cliente.Qué ofrecemosIncorporación a una firma de banca privada con fuerte posicionamiento en el mercado.Modelo de negocio centrado en el cliente y en la personalización del servicio.Paquete retributivo competitivo y acorde a la experiencia y cartera aportada.Plan de carrera y formación continua.
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Private Banker
hace 2 semanas
Madrid provincia, España Ateca Consulting A tiempo completoPrivate Banker (Madrid)Ateca Consulting Madrid, Community of Madrid, Spain (On-site)SaveApply **Private Bankers** are required by a leading privately owned banking institution in Madrid, Spain. The following skills and experience are required: - Minimum 5 years’ experience as a Private Banker/ Relationship manager - Current client base exceeding **$250...
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Private Banker Assistant
hace 5 días
Madrid, España Lombard Odier Group A tiempo completoPrivate Banker Assistant (6-month contract) page is loaded## Private Banker Assistant (6-month contract)locations: R A career at **Lombard Odier** means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative
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Private Banker Assistant
hace 5 días
Madrid, España Lombard Odier Group A tiempo completoPrivate Banker Assistant (6-month contract) page is loaded## Private Banker Assistant (6-month contract)locations: Madridtime type: Full timeposted on: Posted 3 Days Agojob requisition id: R A career at **Lombard Odier** means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative
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Private Banker
hace 2 semanas
Madrid, España Citigroup A tiempo completoCiti Private Bank is a trusted advisor to the world’s wealthiest, most influential individuals and families. Like Citi’s government, institutional and multinational corporate clients, Citi Private Bank clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations. Among its select clients are a...
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Private Banker
hace 7 días
Madrid, España Citi A tiempo completo**Responsibilities**: Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial implications. Serve as a trusted advisor to clients who...
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Private Banker Assistant — 6‑Month Contract
hace 5 días
Madrid, España Lombard Odier Group A tiempo completoA global wealth and asset manager in Madrid is looking for a Private Banker Assistant for a 6-month contract. This role involves providing support to Private Bankers on client-focused operations, assisting with client administration, and ensuring timely execution of requests. The ideal candidate will possess strong communication skills, be detail-oriented,...
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Private Banker Assistant — 6‑Month Contract
hace 2 días
Madrid, España Lombard Odier Group A tiempo completoA global wealth and asset manager in Madrid is looking for a Private Banker Assistant for a 6-month contract. This role involves providing support to Private Bankers on client-focused operations, assisting with client administration, and ensuring timely execution of requests. The ideal candidate will possess strong communication skills, be detail-oriented,...
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Private Banker Assistant — 6‑Month Contract
hace 6 días
Madrid, España Lombard Odier Group A tiempo completoA global wealth and asset manager in Madrid is looking for a Private Banker Assistant for a 6-month contract.¿Tiene las siguientes habilidades, experiencia e impulso para tener éxito en este puesto? Descúbralo a continuación.This role involves providing support to Private Bankers on client-focused operations, assisting with client administration, and...
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Private Banker Assistant — 6‑Month Contract
hace 2 días
Madrid, España Lombard Odier Group A tiempo completoA global wealth and asset manager in Madrid is looking for a Private Banker Assistant for a 6-month contract.¿Tiene las siguientes habilidades, experiencia e impulso para tener éxito en este puesto? Descúbralo a continuación.This role involves providing support to Private Bankers on client-focused operations, assisting with client administration, and...
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Associate Banker
hace 2 días
Madrid, España Citi A tiempo completoThe Associate Banker is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the...
