Banquero/a Santander Private Banking Bilbao
Core
Private Banking relationship manager responsible for managing a portfolio of high-net-worth clients, providing personalized investment advice, and driving client acquisition and retention.
Role type
Private Banking Relationship Manager
Builds
Long-term business relationships with high-net-worth individuals and families
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
High-net-worth client management, personalized investment advisory, client acquisition and retention, knowledge of private banking products and services, MIFID accreditation
Preferred skills
EFA certification, technical training in financial markets, advanced Excel skills
Responsibilities
Manage a portfolio of private banking clients by reviewing their investment needs and preferences based on comprehensive knowledge of their assets. Achieve quantitative and qualitative targets with a focus on client acquisition and retention. Maintain high knowledge of the wealth management products and services offered by Santander Private Banking.
Seniority
Mid-level professional