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Remote Personal Manager - Connecta - Premier - Individual Contributor

Remote, Region of Murcia·Added 22 days ago (last checked 8 Oct)

CaixaBank

42 open roles

Overview

Work mode
Remote (Region of Murcia)

Visa options

  • The ad rules out sponsorship

    The advert says visa sponsorship isn’t available for this role.

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Skills

This job advert was originally written in Spanish.

Requirements

What we're looking for

  • Experience and skills in commercial management of client portfolios.
  • Required MIFID, LCCI, and IDD Certification
  • Knowledge of the Premier Banking model and protocol.

Other requirements:

  • Control and monitoring of Operational Management.
  • Knowledge of Commercial Systems.
  • Knowledge of products marketed in the retail banking segment.
  • Knowledge and management of delinquency.
  • Innovation and openness to change.

The role

The mission of this team is to manage, follow up, attend to, and provide commercial treatment to clients in their Premier Banking portfolio, identifying sales opportunities, maintaining an appropriate level of communication through the digital channels available to them, and offering them the most suitable products for each of them, with the aim of contributing to the achievement of the targets established for their branch.

Role of a specialized manager responsible for meeting client needs through remote channels, leveraging the institution's technological capabilities. They provide specialized advisory on products and manage contracting digitally.

What you'll do

The responsibilities you will assume in the position are:

  • Manage the assigned client portfolio.
  • Analyze the commercial activity within the portfolio
  • Drive digital transformation, promoting the use of digital tools and the Bank's app.
  • Organize the operational and administrative activities of the portfolio.
  • Collaborate with the manager in analyzing and monitoring the risk evolution of the clients in their portfolio.
  • Monitor the evolution of the balance sheet and the profit and loss statement of their portfolio.

S.2.1 HUMANISM - COMMUNICATION AND EMPATHY

S.2.2 HUMANISM - LEADERSHIP AND TEAM DEVELOPMENT / SELF-LEADERSHIP

S.5.1 DIVERSITY - PROMOTING DIVERSITY

H ANTICIPATION AND PROACTIVE IDENTIFICATION OF COMMERCIAL OPPORTUNITIES

Hiring process

3 steps1 interviewa task to do
  1. Apply on the portal

  2. Application assessment · With People team

  3. Interviews

    Not every role

    Shortlisted candidates may be invited to interviews.

  4. Specific tests

    Not every role

    Tests specific to the position, when the role requires them.

  5. Proposal · With People team

  6. Onboarding

    Structured support once you join.

  • Applying through the careers portal is the only valid route into a process.
  • You can follow the status of each application under My Account > Job Applications.

About CaixaBank

CaixaBank is a leading Spanish financial group and one of the largest banks in Europe, headquartered in Valencia, Spain. It provides a full range of retail, corporate, and investment banking services, with a strong presence in Spain and Portugal. The bank operates through a vast network of branches and digital channels, serving millions of customers. CaixaBank is also a major player in asset management and insurance, and it has a significant international footprint through its subsidiaries and partnerships.

In Spain, CaixaBank has a widespread network of offices and branches across all major cities, including Madrid, Barcelona, Valencia, and many others. The company is known for its strong corporate culture, focus on innovation, and commitment to digital transformation. For international professionals, CaixaBank offers opportunities in areas such as data science, software engineering, legal, and risk management, with roles often based in Madrid or Barcelona. The bank values diversity and provides a dynamic work environment, making it an attractive employer for those looking to build a career in the Spanish banking sector.

Industry
Banking
Founded
2011
Employees
30,000–50,000
Headquarters
Madrid, Spain
In Spain
Madrid, Barcelona, Valencia and 5 more

Good to know if you are moving

  • CaixaBank is one of the largest banks in Spain, offering a wide range of career opportunities in banking, finance, and technology.
  • The bank has a strong presence in Madrid and Barcelona, which are major hubs for international professionals.
  • CaixaBank is committed to digital transformation, with many roles in data science, software engineering, and cybersecurity.
  • The company offers a comprehensive relocation package for international hires, including visa support and assistance with housing.
  • CaixaBank has a diverse and inclusive work environment, with employees from various nationalities and backgrounds.
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