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Private Banking Senior Advisor (f/m/x)

Deutsche Bank Spain
Deutsche Bank Spain
Madrid, SpainOn-siteCompetitiveAdded 9 days agoSenior · 3+ yearsPermanentRemote: Hybrid🇪🇸Spanish: Fluent
Hybrid🇬🇧 English Required🇪🇸 Translated from Spanish

This job was originally posted in Spanish and automatically translated to English.

Job Description

Job Description:

We are looking for a senior Private Banking profile with solid experience in the sector. They will be responsible for managing and developing the assigned client portfolio, providing financial services and advice according to the bank's model.

The selected person must work in close collaboration with the other segments of the bank, cooperating with them for market prospecting and the acquisition of new clients.

Responsibilities>

  • Meet acquisition targets and maintain communication with clients
  • Utilize knowledge of the client, products, and markets to generate acquisition opportunities and work to meet client satisfaction expectations.
  • Acquire new clients and maintain deep knowledge of assigned clients through research and continuous contact to enable the generation of appropriate sales solution ideas.
  • Be familiar with relevant legal, regulatory, and Bank policy requirements and act accordingly.
  • Serve as the connection with existing clients and work to secure new client opportunities.
  • Achieve the objectives set by the bank according to their profile and portfolio.
  • Collaborate with other bank departments in line with our Bank for Entrepreneurs strategy, utilizing available resources to offer comprehensive solutions and services to our clients.

Skills>

  • Must be a person with accredited training and qualifications according to the job requirements, as well as a minimum of 3 years of experience in similar positions.
  • High communication capacity and commercial skills. Ability to build trust and establish strong relationships with high-net-worth clients.
  • Strategic vision and results orientation.
  • Upper-intermediate level of English.

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, hybrid work model (depending on the role), etc.
  • Financial security: We support you in achieving 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 program...

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 senior en Banca Privada con sólida experiencia en el sector. Será responsable de gestionar y desarrollar la cartera de clientes asignada, proporcionando servicios y asesoramiento financiero según el modelo del banco.

La persona seleccionada deberá trabajar en profunda colaboración con el resto de los segmentos del banco con los que cooperará para la prospección del mercado y la captación de nuevos clientes.

Responsabilidades

  • Cumplir con los objetivos de captación e interlocución con los clientes
  • Utilizar el conocimiento del cliente, productos y mercados para generar oportunidades de captación y trabajar para cumplir con las expectativas de satisfacción del cliente.
  • Adquirir clientes nuevos y mantener un conocimiento profundo sobre los asignados a través de la investigación y el contacto continuo que permita la generación de ideas de soluciones de ventas adecuadas.
  • Estar familiarizado con los requisitos legales, reglamentarios y de política del Banco pertinentes y actuar en consecuencia.
  • Ser la conexión con clientes existentes y trabajar para asegurar nuevas oportunidades de clientes.
  • Consecución de los objetivos fijados por el banco acorde a su perfil y cartera.
  • Colaborar con otros departamentos del banco de cara a la estrategia que tenemos de Bank for Entrepreneurs haciendo uso de los recursos de los que disponemos para ofrecer soluciones y servicios integrales a nuestros clientes.

Habilidades

  • Deberá ser una persona con formación y titulación acreditada acorde a los requisitos del puesto, así como experiencia mínima de 3 años en puestos similares.
  • Alta capacidad de comunicación y habilidades comerciales. Con aptitud para generar confianza y establecer relaciones sólidas con clientes de alto nivel.
  • Visión estratégica y orientación a resultados.
  • Nivel de inglés intermedio-alto.

Bienestar y Beneficios

  • Equilibrio mental y emocional: Te apoyamos en los momentos difíciles de la vida, ayudándote a manejar crisis, enfermedades y mantener una buena salud mental. Contamos con iniciativas como asesoramiento profesional, apoyo emocional, y una cultura organizacional abierta donde puedes hablar libremente sobre salud mental.
  • Bienestar físico: Cuidamos tu salud física ofreciéndote medidas preventivas y un entorno laboral que fomente tu bienestar. Esto incluye descuentos en gimnasios, chequeos médicos anuales o escritorios ergonómicos, entre otros beneficios.
  • Conexión social: Creemos firmemente en la colaboración, la inclusión y el sentido de pertenencia como pilares del bienestar. Fomentamos nuevas perspectivas, la confianza y la cohesión de equipo con elementos como permisos remunerados y no remunerados, modelo híbrido de trabajo (según e rol), etc.
  • Seguridad financiera: Te apoyamos para que alcances tus metas financieras tanto en tu vida laboral actual, como en el futuro. Benefíciate de ayuda alimentaria, aportaciones a fondos de pensiones, servicios bancarios para empleados, programa de 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.

Application managed by Deutsche Bank Spain