Responsibilities:

• Manage and develop assigned portfolios, implementing defined commercial initiatives and ensuring continuity in client relationships.
• Analyze client needs and provide personalized advice on bank products and services.
• Expand the portfolio by acquiring new clients and identifying commercial opportunities in line with market potential and the reference territory.
• Contribute to achieving assigned revenue, economic, and capital targets for the managed portfolio.
• Ensure high-quality service, adhering to current regulations and operational and administrative requirements.

Requirements:

• Experience in financial consulting and managing and developing client portfolios.
• Knowledge of financial markets and investment, financing, and protection products.
• In-depth knowledge of the reference territory, its economic fabric, and local dynamics, enabling the identification of commercial opportunities and development of lasting client relationships.
• Ability to understand client needs and provide personalized advice on relevant products.
• Commercial development orientation, result-driven, and client loyalty-focused.
• Proven experience with Artificial Intelligence tools to enhance operational efficiency, optimize workflows, and support business challenge resolution, ensuring responsible and ethical data usage.

Benefits:

• Emotionally and mentally balanced: we prioritize employee development, respect individuality, and encourage work-life balance.
• Physically thriving: we offer a smart and innovative work environment, healthcare programs, insurance coverage, and corporate welfare.
• Socially connected: we foster collaboration, inclusion, and diversity through webinars and networking opportunities.
• Financially secure: we provide pension plans, long-term care insurance, meal vouchers, and favorable conditions for our financial products.

Job Data by YubHub.