Banquero/a Santander Private Banking Málaga
Core
Private Banking relationship manager responsible for managing and growing a portfolio of high-net-worth clients in the Málaga area.
Role type
Private Banking Relationship Manager
Builds
Wealth management solutions and financial advisory services for private banking clients
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Portfolio management, client acquisition, commercial sales, advanced tax knowledge, financial markets knowledge, Excel proficiency
Preferred skills
EFPA certification, French or German language skills
Technologies
Excel, digital banking tools
Responsibilities
Tutelage and development of assigned private banking client portfolio, acquisition of new private banking clients within the assigned geographic area, co-tutelage of Commercial banking clients in the zone, compliance with SPB advisory model and regulations
Seniority
Mid-Senior, hands-on IC