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VidaCaixa
VidaCaixa

Portfolio Management Project Manager

Barcelona, Spain·Competitive·Hybrid·Mid·Permanent

Added 4 days ago

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About the role

Job description

From the Commercial Activation and Portfolio Management Department, we need to bring on board a Portfolio Management Project Manager, based in BARCELONA/MADRID.

Your mission will be the comprehensive management of the client, driving their loyalty and long-term value.

What will your purpose be within VidaCaixa?

You will be responsible for designing, driving and evolving VidaCaixa's portfolio management strategies, with the aim of maximising the long-term value of our clients, increasing their engagement, loyalty, growth and retention through proactive, data-based management.

In addition, you will play a key role in the evolution of VidaCaixa's client relationship model, contributing to the definition of the artificial intelligence adoption strategy and the identification of new opportunities to transform the experience, personalisation and interaction models with clients and managers, leveraging the capabilities offered by generative AI and advanced analytics technologies.

You will work cross-functionally with the Business, Client Experience, Analytics, Technology and Commercial Activation areas to turn client insights and technological capabilities into concrete initiatives with measurable impact on business and experience.

What we're looking for

Requirements

Requirements

You are the talent we are looking for if you have…

A university degree in Business Administration and Management, Economics, Mathematics, Statistics, Engineering, Actuarial Sciences or similar.

Consolidated experience in client management, CRM, customer lifecycle management, business development, relationship marketing or commercial management.

Experience in defining and implementing portfolio management, loyalty, retention, cross-selling and client development strategies.

Knowledge of segmentation models, propensity, customer value management and advanced analytics applied to business.

Ability to transform data and client insights into concrete business initiatives with measurable impact.

Experience working in data-driven environments and collaborating with multidisciplinary teams across business, technology, analytics and client experience.

Strategic vision combined with strong execution capability and results orientation.

Strong analytical skills, problem structuring and data-based decision-making.

Interest in and knowledge of the opportunities offered by artificial intelligence to transform client relationships, personalisation, automation of interactions and the generation of commercial value.

Nice to have

Experience participating in digital transformation initiatives, artificial intelligence applied to business, intelligent automation or the design of new client relationship models will be especially valued.

Knowledge of VidaCaixa and CaixaBank's commercial and distribution model will be especially valued.

What you'll get

Benefits

We know you will do a great job, which is why we have thought of these benefits for you…

Permanent contract.

Flexible entry hours (7:30 to 9:30) and flexible lunch break (you can take between a minimum of 45 minutes and a maximum of 2 hours) so you can manage your own time.

Every Friday with a continuous working day so you can enjoy the weekend more.

From 15 June to 15 September, a continuous working day EVERY day, because we know it is summer and you want to enjoy more hours of sunlight.

Hybrid working model. Because we believe that spending time in the office is a key factor in developing creativity and enjoying time as a team.

Access to an online training platform with a wide self-learning catalogue, so your learning is continuous.

Fruit, because it is important to take care of yourself. Mens sana in corpore sano!

29 working days of holiday. Disconnect, to reconnect!

Benefits plan: pension plan, health insurance, life insurance and meal allowance.

Flexible remuneration applied to childcare, transport and family health insurance.

How you'll work

permanent

hybrid

About the company & team

At VidaCaixa we are very clear that there is only one life. That is why it should be dedicated to doing what we are most passionate about.

Shall we tell you what moves and motivates those of us who are part of the leading insurance company in Spain?

The purpose that guides us is a strong commitment to people. We work to guarantee a better future for our clients and our team. That is why we dedicate every today to thinking about tomorrow, using all the resources at our disposal to achieve it, such as digitalisation and artificial intelligence. Our desire to improve the future of society is reflected in our commitment to creating inclusive products and making our insurance offering even more accessible to vulnerable groups. Furthermore, quality—the essence of everything we do—and the trust of our clients are core values of ours.

Join the leading insurance company in Spain, a growing sector with enormous potential. A solid and expert company, cutting-edge and innovative. The future project of more than 800 professionals. We are at a time of transformation and growth at all levels, with a clear commitment to technology and a data-driven approach, which is why we are looking for profiles like yours: curious and restless people who bring their knowledge and take on our challenges. Learn and work alongside the top professionals in the sector. Progress in your career and unleash your full potential by developing new knowledge and skills. Come and be part of a company committed to people, offering you a set of quality employment measures, flexible working hours, work-life balance, personal and professional development, and equal opportunities. A company where you will improve your quality of life and your professional performance. With your deep knowledge and skills, we will achieve our goal of leading and driving the sector. We want you on our team because, with you, our future is assured.

Hiring process

Process

What will the selection process be like?

We receive and validate your application.

Telephone assessment with a selection specialist.

Completion of a report.

Interview with the department manager.

Personal interview with HRBP.

And don't forget, we will give you feedback!

Are you in? We want to meet you!

Additional information

At Grupo CaixaBank, we value diversity and equality as fundamental qualities of our culture, and we actively contribute to the development of the talent of all people, regardless of sex, religion, ethnicity, sexual orientation, national origin, age, marital status, identity, gender or gender expression. This is reflected in our work networks, made up of cross-functional and close-knit teams, where we foster inclusion and share the same commitment to diversity.

If you need assistance and/or a reasonable accommodation due to a disability during the application or hiring process, please specify this and we will help you.

"At Grupo CaixaBank, we value diversity and equality as fundamental qualities of our culture, and we actively contribute to the development of the talent of all people, regardless of sex, religion, ethnicity, sexual orientation, national origin, age, marital status, identity, gender or gender expression. This is reflected in our work networks, made up of cross-functional and close-knit teams, where we foster inclusion and share the same commitment to diversity."

If you need assistance and/or a reasonable accommodation due to a disability during the application or hiring process, please specify this and we will help you.

Want to know more? Click here à https://www.peoplexperiencehub.com/

You'll most likely need Spanish to apply.This job was automatically translated to English, .

About the company

VidaCaixa

VidaCaixa

Insurance

View company profile
Spanish company
3000 employees

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