المسمى الوظيفي

Job Overview

This role involves actively promoting a service offering based on virtual and remote relationships, acting as the primary and dedicated contact point for clients in the Prestige/Executive Banking segment, and Private Banking when required. The goal is to deliver banking solutions tailored to client needs while adhering to specified value propositions.

Key Responsibilities

Deliver value to clients and meet assigned growth targets for the Potential client portfolio, focusing on product consolidation and increasing client contribution rates.
Analyze portfolio opportunities and execute client engagement campaigns (simplified client review) under the defined client engagement strategy for the Potential portfolio; refer leads to specialized support areas such as Financial Planners, Fiduciary and Succession Planning teams.
Identify and recommend operational procedures that minimize risk.
Act with discretion when executing client instructions within the defined mandate and escalate issues as necessary (e.g., for electronic transfers within authorized limits).
Based on the client's credit profile and needs structure, submit credit applications and provide timely customer feedback.
Promptly respond to client requests and monitor support requests directed to the Private Relations Center on behalf of clients.
Timely comply with portfolio management and professional development requirements, including client identity verification, anti-money laundering analyses, early default management activities, compliance training, regulatory compliance requirements, unauthorized overdraft management, among others.

Qualifications

Degree in Management and Commerce.
3-4 years of experience serving high-net-worth clients, personal and private banking.
Proven track record in sales and client relationship management, capable of driving profitability and building relationships.
Strong understanding of financial services sales with knowledge of banking products, services, and digital platforms.

Behavioral Competencies

Practical approach
Clear communication
Persuasion skills
Accurate documentation
Interpersonal engagement
Task management
Meeting deadlines
Goal-oriented
Calmness under pressure
Teamwork
Positive mindset
Adherence to standards

Technical Skills

Banking processes and procedures
Client retention strategies
Cross-selling and up-selling skills
Understanding customer banking, especially corporate banking
Knowledge of financial sector regulatory framework
Familiarity with banking products (corporate banking)
Risk identification

Additional Information

No specific additional info provided.

Gestor de Clientes, Privado Express

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