Responsibilities:

• Implement the managerial policies established and carry out commercial initiatives aimed at managing and developing the assigned client portfolio.
• Ensure a personalized relationship with the directly assigned clients, providing an adequate level of assistance regarding the bank's products and services.
• Work towards achieving the assigned revenue, economic, and capital targets for the directly managed client portfolio.
• Provide a high level of service and consultation to the assigned clients, complying with current regulations and fulfilling all operational and administrative obligations.

Requirements:

• Good knowledge of the socio-economic fabric of the research areas.
• Proven experience in investments, ensuring a thorough understanding of the managed savings sector, administered assets, and insurance.
• Ability to provide comprehensive advice to clients on products within your expertise.
• Capacity and willingness to engage in development activities.
• Knowledge of financial markets.
• Understanding of investment and financing products.
• Strong interpersonal skills.
• Commercial characteristics.
• Ability to understand client needs.
• Dynamic and results-oriented.
• Experience with artificial intelligence tools to improve operational efficiency, optimize workflows, and solve business challenges.
• Versatility and ability to work in a team.

Well-being & Benefits:

We prioritize the well-being and growth of our employees, offering:

• Emotionally and mentally balanced: a supportive work environment focusing on personal development and work-life balance.
• Physically thriving: smart and innovative workspaces, health programs, insurance coverage, and wellness initiatives.
• Socially connected: opportunities for networking, diversity, equity, and inclusion.
• Financially secure: pension plans, long-term care insurance, meal vouchers, and favorable conditions for our financial products.

Job Data by YubHub.