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87,000+ live jobsPersonal Banking Manager
On-site in Agustin de Foxá·Added 8 months ago
This job was published 8 months ago
Still open when we checked on 7 Oct
Overview
Requirements
Have the right to work in Spain
Catenon doesn't mention sponsorship in the ad.
Speak fluent Spanish
Listed as a requirement in the ad.
Work on-site in Agustin de Foxá
No relocation package mentioned.
Skills
This job was automatically translated to English.
The role
You will be part of a solid, stable financial institution in a full growth phase, recognized for its financial strength and advanced technological capabilities. We are looking for a profile with a clear commercial vocation and a client-acquisition mindset to manage and grow the small and medium-sized enterprise business in the downtown area.
Your main objective will be the growth and consolidation of a Personal Banking client portfolio, acting as the trusted financial advisor for profiles requiring specialized management of their assets and financial needs.
What you'll do
Main Responsibilities
- New Business Acquisition: Actively identify, attract, and onboard high-net-worth clients (Personal Banking/Select) within the area of influence.
- Portfolio Management: Administer and retain a portfolio of individual clients, ensuring premium service and proactive follow-up on their positions.
- Wealth Advisory: Provide expert advice on investment, savings, insurance, and tax planning products, tailoring them to each client's risk profile.
- Cross-Selling: Promote financing solutions (mortgages, consumer loans) and value-added services to maximize client engagement and profitability.
- Risk and Compliance: Conduct preliminary assessments of transactions and ensure all activities comply with regulations (MIFID II, LCCI) and the institution's ethical standards.
Requirements:
- Experience: Essential to have knowledge of the local socioeconomic environment and a network of contacts in the southern area of Madrid (Getafe, Leganés, or similar).
- Commercial and Relational Profile: Results-oriented professional with excellent communication skills and the ability to build long-term trusting relationships.
- Technical Knowledge: Proven experience in retail banking, asset management (mutual funds, securities), and retail risk analysis.
- Certifications: MIFID II certification in force is highly valued (essential for investment advisory).
- Adaptability: Ability to work autonomously, with local mobility to visit clients or provide support at different branches in the area as required.
What We Offer:
- Job Stability: Joining a solid project with real opportunities for professional development and an internal career plan.
- Work-Life Balance: Schedule from 08:00 to 15:00 (except one afternoon per week).
- Innovative Environment: Cutting-edge technological tools for client management and portfolio analysis.
About Catenon
Catenon is a global executive search and international recruitment firm that combines technology, data, and human insight to identify the best professionals worldwide. With 23 offices across the planet and operations in more than 100 countries, the company specializes in board search, executive search, middle management recruitment, international recruitment, salary benchmarking, and talent projects for industries including construction, engineering, energy, IT, life sciences, and professional services.
Headquartered in Madrid, Spain, Catenon operates as a Spanish multinational with a strong presence in the local market, offering roles such as Jefe de Obra, Director General, and Sales Manager across Spain. The company's work culture emphasizes global mobility, with opportunities for expatriation (e.g., COO in Mexico) and multilingual roles (e.g., French Desk in Madrid), making it attractive for international professionals seeking cross-border careers in recruitment and talent management.
- Industry
- Recruitment
- Website
- catenon.com
In their own words
About the company & team
Solid, stable financial institution in a full growth phase
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