Graphene Partner Sênior | Banker - Segmento Private | Belo Horizonte
Core
Senior Private Banking relationship manager responsible for prospecting, managing a regional portfolio of private clients, and providing personalized financial and investment solutions.
Role type
Senior Private Banker / Relationship Manager
Builds
Personalized financial strategies and banking products for private clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, financial needs analysis, investment strategy consulting, portfolio management, prospecting, networking
Preferred skills
CFP certification, high influence, close client relationship building
Technologies
Banking products and services
Responsibilities
Prospecting and developing relationships with private clients, managing the regional portfolio, understanding client investment and financial needs, continuous portfolio follow-up, participating in networking events
Seniority
Senior, hands-on IC