Personal Clients Advisor (f/m/x)
Core
Captar nuevos clientes y negocios, gestionar una cartera de clientes y comercializar productos y servicios financieros para el segmento de Banca Personal.
Role type
Personal Banking Advisor (Client Acquisition & Portfolio Management)
Builds
Financial products and services for private banking clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
client acquisition, portfolio management, financial product sales, regulatory compliance, risk assessment, client service
Preferred skills
university degree in Business/Economics, personal banking advisory certification, AI tool proficiency
Technologies
AI tools for productivity and workflow optimization
Responsibilities
Achieve business objectives and commercial policies, proactively acquire new clients and business, ensure regulatory compliance in investment advice, validate risk operations against client profiles, deliver excellent customer service