Private Banking Specialist - Valencia
On-site
Core
Deliver exceptional service to Affluent clients by building well-balanced portfolios tailored to their financial needs and increasing share of wallet.
Role type
Private Banking Specialist
Builds
Personalized financial advice and solutions for Affluent clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Private banking experience, MiFID certification, Risk Assessment, Strategic Planning, Client relationship management, Sales acumen, Regulatory and Compliance knowledge, Negotiation skills
Responsibilities
Provide personalized financial advice to optimize client savings; Co-create commercial strategy for the Affluent segment; Act as first line of defense ensuring integrity and adherence to regulatory standards.