Private Banker_Patra

Private Banking Relationship Manager_Patra

Description

We are seeking for an experienced individual for the position of  Private Banking Relationship Manager to join our  Private Banking Unit in Patra .

As a Private Banking Relationship Manager you will act as a Global Private Banking RM providing triple A service to our clients cooperating in all three jurisdictions of the Group PB: Greece, Luxembourg and Cyprus. Responsible to lead new acquisitions of clients and demonstrate a broad knowledge of investments, banking and credit solutions. Business development, financial planning and strong commitment to clients’ needs are essential to deliver a holistic wealth management offering.

Your key responsibilities will be:

• To build trust with clients and effectively manage existing client relationships
• To promote the Private Banking offering to prospect clients demonstrating a generally good knowledge of Bank’s products / services ensuring that these are beneficial to clients’ needs, goals and objectives
• Responsible for the implementation of the business strategic goals focused to Investments, Loans, Increase of Investment Penetration and Profitability
• To commit to a specific budget and provide results which will highly contribute to the business annual target
• To provide the ultimate service to the clients organizing joint meetings with the Group’s specialists and in join cooperation with Advisory team and Asset Management
• Responsible to actively develop your network working on new client sourcing, able to identify potential sales opportunities generating new business for the Bank
• To comply with all regulation related to your day to day business (AML, MiFID II, etc) and ensure successful results in specialized courses assigned periodically
• To address any audit issue on top priority and diligently

You will be a great candidate for us if you:

• Hold a BSc in Economics or a related field; Post graduate studies, in Economics, Finance or Business Administration will be considered as an additional asset
• Have more than 5 years of relevant professional experience in financial or banking institution
• Have a proven track record of building trust with clients and effectively manage relationships possessing a collaborative approach
• Have strong analytical and critical thinking skills
• Have excellent communication, negotiation and presentation/sales skills
• Are fluent in English business language
• Able to work both independently and as a team player
• Are able to multitask and manage priorities effectively
• Are proactive and target driven

And you share the same Value Based Behaviors:

• Learn & self-improve with every opportunity
• Bring high impact results
• Build mutually beneficial relationships when interacts with clients or colleagues
• Bring people around to your idea, solution or direction
• Develop new solutions, minimise complexity
• Gain other people's trust

Benefits

• A competitive remuneration to the rest of the market
• Benefits for your health, your family, your plans and your future financial expectations
• Opportunities for professional development: we provide tools, vocational guidance and opportunities so you may develop every aspect of your professional life
• Ongoing learning offerings: we adopt international training methodologies and modern educational systems
• Cooperation, creativity and innovation: we adopt flexible cooperation models to achieve fast results and increased productivity
• Modern working environment: we adopt practices to improve your experiences at work
• Volunteering activities through our dedicated TeamUp programme

Application deadline : 03/06/2024

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