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 rest of the bank's segments, cooperating with them for market prospecting and the acquisition of new clients.

Responsibilities

• Meet acquisition and client interaction objectives

• 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 5 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, illness, 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...