Savings Manager

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.

• 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.
• • 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.

• 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.