Personal Client Advisor (f/m/x)

Deutsche Bank Spain
Deutsche Bank Spain
PALAFRUGELLOn-siteCompetitiveAdded 2 months ago
🇪🇸 Translated from Spanish

This job was originally posted in Spanish and automatically translated to English. You'll most likely need Spanish to apply.

Job Description

Job Description:

We are looking for a professional profile with consolidated experience in Personal Banking, who will be responsible for the acquisition of new clients and business.

The selected person must attend to and manage their own client portfolio, maintaining and increasing their activity through the marketing of financial products and services oriented towards this segment.

Responsibilities

  • Carry out all necessary actions aimed at achieving the established business objectives, promoting the commercial policies defined for this purpose.
  • Acquire new clients and business, being proactive in the search for new clients and complying with formal obligations and risk analysis of potential clients prior to the adoption and review proposal.
  • Ensure compliance with the regulations implemented by the Bank in all investment information tasks and/or client advisory services performed.
  • Guarantee that the risk operations proposed are appropriate for the client's profile, make economic sense, and comply with the criteria established by current regulations.
  • Ensure an excellent level of attention and service to all current and potential clients, effectively and efficiently in all tasks, in accordance with the regulations established by the Bank.

Skills

  • A minimum of 2 years of experience in client management and the marketing of banking products will be valued.
  • A university degree, preferably in Business and/or Economics, and a qualification in personal and/or private banking advisory will be valued.
  • Good relationship and communication skills; high capacity for teamwork.
  • High customer orientation and orientation towards results and the achievement of objectives.

Well-being and Benefits

  • Mentally and emotionally balanced: we offer support to help you manage difficult situations, focusing on caring for and maintaining good mental health. Benefit from initiatives linked to psychological support as well as a culture where mental health can be discussed openly.
  • Physically healthy: we support you in taking care of your physical health by implementing appropriate preventive measures and providing an optimal workplace. For example, gym discounts, annual medical check-ups, standing desks, etc.
  • Socially connected: we firmly believe that collaboration, inclusion, and connection between employees open new perspectives and strengthen our confidence and well-being. Benefits range from vacations and leaves of absence to the right to a hybrid teleworking model (for some positions).
  • Financially secure: we support you in achieving your personal financial goals during your career and for the future. Benefit from our food assistance, pension plan, advantageous conditions on banking services and products, and flexible compensation.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

View original advert (Spanish)

Job Description:

Buscamos un perfil profesional con experiencia consolidada en Banca Personal, que se responsabilizará de la captación de nuevos clientes y negocios.

La persona seleccionada deberá atender y gestionar su propia cartera de clientes, debiendo mantener e incrementar su actividad mediante la comercialización de productos y servicios financieros orientados a este segmento.

Responsabilidades

  • Realizar todas las acciones necesarias encaminadas a conseguir los objetivos de negocio establecidos, impulsando las políticas comerciales definidas a tal efecto.
  • Captar nuevos clientes y negocio, siendo proactivo en la búsqueda de nuevos clientes y cumpliendo con las obligaciones formales y de análisis del riesgo de potenciales clientes, con carácter previo a la propuesta de adopción y revisión.
  • Asegurar el cumplimiento de la normativa implantada por el Banco en todas las tareas de información sobre inversiones y/o asesoramiento a clientes que realice.
  • Garantizar que las operaciones de riesgo que plantee son adecuadas al perfil del cliente, tienen sentido económico y cumplen los criterios establecidos por la normativa en vigor.
  • Asegurar un nivel excelente de atención y servicio a todos sus clientes y potenciales, de forma eficaz y eficiente en todos sus cometidos, de acuerdo a la normativa que establezca el Banco.

Habilidades

  • Se valorará experiencia mínima de 2 años en la gestión de clientes y comercialización de productos bancarios.
  • Se valorará titulación universitaria, preferiblemente Empresariales y/o Económicas; y titulación en asesoramiento de banca personal y/o privada.
  • Buena capacidad de relación y comunicación; alta capacidad de trabajo en equipo.
  • Alta orientación al cliente y orientación a resultados y a consecución de objetivos.

Bienestar y Beneficios

  • Mental y emocionalmente equilibrado: te ofrecemos apoyo para ayudarte a gestionar situaciones difíciles, poniendo el foco en cuidar y mantener una buena salud mental. Benefíciate de iniciativas ligadas al apoyo psicológico así como de una cultura en la que se puede hablar abiertamente de salud mental.
  • Físicamente saludable: te apoyamos en el cuidado de tu salud física implantando las medidas preventivas adecuadas y proporcionando un lugar de trabajo óptimo. Por ejemplo, descuentos en gimnasios, chequeos médicos anuales, escritorios elevables, etc.
  • Socialmente conectado: creemos firmemente que la colaboración, la inclusión y la conexión entre empleados abre nuevas perspectivas y fortalece nuestra confianza y bienestar. Los beneficios van desde vacaciones y excedencias a derecho a un modelo de teletrabajo híbrido (para algunas posiciones).
  • Financieramente seguro: te apoyamos para alcanzar tus objetivos financieros personales durante tu carrera y de cara al futuro. Benefíciate de nuestra ayuda alimentaria, plan de pensiones, condiciones ventajosas en servicios y productos bancarios, compensación flexible.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

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