Responsibilities:

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

Required Skills:

• Experience in financial consulting and managing and developing client portfolios.
• Knowledge of financial markets and investment, financing, and protection products.
• In-depth knowledge of your reference territory, its economic fabric, and local dynamics, enabling you to identify commercial opportunities and build lasting client relationships.
• Ability to understand client needs and provide personalized advice on relevant products.
• Commercial development, results-oriented, and client loyalty mindset.
• Proven experience using Artificial Intelligence tools to enhance operational efficiency, optimize workflows, and solve business challenges while 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 program, insurance coverage, and corporate welfare.
• Socially connected: we promote collaboration, inclusion, diversity, equity, and networking opportunities.
• Financially secure: we provide solutions like a Supplementary Pension Fund, Long-Term Care policy, meal vouchers, and favorable terms for our financial products.

Job Data by YubHub.