Overview
Requirements
Have the right to work in Spain
Santalucía Sociedades de Mediación doesn't mention sponsorship in the ad.
Work on-site in Madrid
No relocation package mentioned.
Have 5+ years of experience
Mid-level role.
University degree
“Formación universitaria en ADE, Economía, Finanzas o áreas afines (grado o titulación universitaria deseable).” — per the ad.
This job was automatically translated to English.
Requirements
What we're looking for
- Minimum 5 years of proven experience in the marketing and management of savings and investment products, preferably in agencies, banking, or the insurance sector.
- Track record of success in managing high-value client portfolios, with a demonstrated ability to reach and exceed commercial objectives.
- University education in Business Administration, Economics, Finance, or related areas (degree or university qualification desirable).
- Deep knowledge of the insurance sector, financial products, savings, investment, and wealth management.
- To market investment funds and offer financial advice, it is required to hold recognized certifications that comply with the requirements of the National Securities Market Commission (CNMV), in line with European MiFID II regulations, such as CAF, EFPA, or similar.
- Advanced proficiency in the Office suite and in portfolio analysis and management tools (CRM, financial platforms, etc.)
- Excellent communication, negotiation, and advisory skills, focused on customer satisfaction.
- Strong analytical capacity for data interpretation and strategic decision-making.
- Result orientation and the ability to work under pressure in high-demand environments.
- Teamwork.
The role
By applying a financial planning systematic across all types of savings and investment products, acquiring High-value Clients for Santalucia.
Comprehensively and strategically manage the savings and investment portfolios of new high-value clients, driving sustainable business growth and excellence in financial advisory.
This role does not only focus on direct client management, but also acts as a benchmark and shares best practices with the Savings Manager team that you will be part of.
What you'll do
- Client Acquisition and Development:
- Identify and acquire new clients interested in savings and investment solutions.
- Design active prospecting strategies to increase the client base.
- Develop long-term relationships with potential clients and build loyalty with current ones.
- Strategic Portfolio Management:
- Advise and autonomously manage high-net-worth client portfolios, offering personalized, high-level financial solutions.
- Design and execute commercial strategies for the acquisition, retention, and growth of portfolios, identifying business opportunities and emerging markets.
- Financial Advisory and Planning:
- Analyze the financial needs of each client and propose personalized solutions.
- Explain investment options, profitability, and risk in a clear and effective manner.
- Perform financial studies to generate trust and added value using the tools offered by Santalucía.
- Commercial Drive and Consultative Selling:
- Apply consultative selling techniques to boost the contracting of financial products.
- Identify cross-selling opportunities to optimize the value proposition.
- Effectively argue the benefits of the solutions and highlight their competitiveness in the market.
- Net Balance Management and Monitoring:
- Ensure a constant flow of acquisition to maintain a positive net balance.
- Minimize attrition and boost client renewal and retention.
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- Monitor the evolution of the client portfolio and adjust strategies as necessary.
- Strategy and Teamwork:
- Collaborate with other commercial figures to maximize business opportunities.
- Share best practices and successful strategies within the team.
- Attend training and events to improve commercial knowledge and skills.
- Positioning as an Expert and Benchmark:
- Stay updated on financial market trends and regulations.
- Act as a trusted advisor for clients, generating credibility and prestige.
- Participate in events and presentations to reinforce the image of an expert in financial planning.
- Monitoring and Analysis of Results
- Monitor key performance indicators (KPI) and prepare periodic reports to evaluate the profitability and effectiveness of the implemented strategies.
- Propose adjustments and improvements based on data analysis and market trends.
About Santalucía Sociedades de Mediación
- Industry
- Insurance
- Website
- santalucia.es
In their own words
Additional information
At C.T.AS, S.A. we work to guarantee real and effective equal opportunities that allow us to promote professional development and workplace diversity, in line with our commitment to SDG 5 (Gender Equality) of the United Nations 2030 Agenda.
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