Banquero/a de Patrimonios – Madrid
Core
Private wealth manager responsible for managing high-value client portfolios, providing specialized financial advice, and building long-term trust-based relationships.
Role type
Senior Private Wealth Manager (High Net Worth)
Builds
Personalized investment portfolios and financial solutions for clients with >€2M assets
Domain
Banking / Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
Portfolio management, financial product expertise, client relationship building, risk management, cross-selling, digital tools proficiency
Preferred skills
EFA certification, CFA, EFP
Technologies
Digital banking platforms
Responsibilities
Manage and grow high-value client portfolios, identify business opportunities to increase client engagement and profitability, acquire new clients, support clients in financial decisions, manage portfolio risk, proactively drive commercial opportunities and cross-selling, promote digital channel usage, monitor portfolio performance and alerts, collaborate with team to meet center objectives
