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Personal Clients Advisor (f/m/x)

Deutsche Bank Spain
Deutsche Bank Spain
León, SpainOn-siteCompetitiveAdded 3 days 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:

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our employees, present in more than 60 countries and representing over 150 nationalities.

Their deep knowledge, experience, and commitment help our clients navigate an increasingly complex world, whether through our Corporate Bank, Private Bank, Investment Bank, or our Asset Management division.

Together, we can make a great impact for our clients, both locally and internationally, ensuring their lasting success and financial security.

At Deutsche Bank, we foster an inclusive and accessible work environment where everyone can fully develop. In line with our commitment to diversity and in accordance with the General Disability Law (LGD) in Spain, we encourage applications from candidates with a recognized degree of disability.

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 toward 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 proposal for adoption and review.
  • 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, acting effectively and efficiently in all duties, according to 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 toward results and the achievement of objectives.

Well-being and Benefits

  • Mental and emotional balance: We support you during life's difficult moments, helping you manage crises, illnesses, and maintain good mental health. We have initiatives such as professional counseling, emotional support, and an open organizational culture where you can speak freely about mental health.
  • Physical well-being: We take care of your physical health by offering preventive measures and a work environment that promotes your well-being. This includes gym discounts, annual medical check-ups, or ergonomic desks, among other benefits.
  • Social connection: We firmly believe in collaboration, inclusion, and a sense of belonging as pillars of well-being. We encourage new perspectives, trust, and team cohesion with elements such as paid and unpaid leave, a hybrid work model (depending on the role), etc.
  • Financial security: We support you in reaching your financial goals both in your current professional life and in the future. Benefit from food assistance, pension fund contributions, employee banking services, flexible compensation programs...

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:

Durante más de 150 años, nuestra dedicación a ser el Global Hausbank para nuestros clientes ha sido impulsada por nuestros empleados, presente en más de 60 países y con más de 150 nacionalidades.

Su profundo conocimiento, experiencia y compromiso ayudan a nuestros clientes a desenvolverse en un mundo cada vez más complejo, ya sea a través de nuestra Banca Corporativa, Banca Privada, Banca de Inversión o nuestra división de Gestión de Activos.

Juntos podemos lograr un gran impacto para nuestros clientes, tanto a nivel local como internacional, asegurando su éxito duradero y su seguridad financiera.

En Deutsche Bank fomentamos un entorno de trabajo inclusivo y accesible, donde todas las personas puedan desarrollarse plenamente. En línea con nuestro compromiso con la diversidad y de conformidad con la Ley General de Discapacidad (LGD) en España, animamos a presentar su solicitud a aquellos candidatos que cuenten con un grado de discapacidad reconocido.

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

Habilidades

Bienestar y Beneficios

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.

Application managed by Deutsche Bank Spain