Gestor/A Banca Premier - Red - Contribuidor Individual

Company : Caixabank, S.a.

Job Type : Full Time

United Kingdom

Number of Applicants

000+

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Job Description - Gestor/A Banca Premier - Red - Contribuidor Individual

Which projects do we work on?

Asesoramiento y comercialización de productos y servicios con orientación a conseguir los resultados y cumplir los objetivos comerciales.

Asesoramiento de productos específicos de ahorro e inversión.

Anticiparse y ser proactivo con las necesidades actuales y futuras de los clientes.

Trabajar en equipo para la consecución de los objetivos comunes.

Promover las buenas prácticas comerciales y colaborar en las mismas. Ofrecer una atención al cliente excelente, en línea con el nuevo modelo de negocio.

Minimum requirements

Perseverancia, iniciativa, compromiso y trabajo en equipo.

Conocer los diferentes mercados financieros, así como los productos de ahorro e inversión y su grado de riesgo.

Disponer de certificación de Mifid. Se valorará también certificación LCI, CIAF2 y otras calificaciones. "

What do we offer?

Job profile

It works exclusively to manage its Premier Banking portfolio, developing the necessary commercial activity with all assigned clients, through knowledge of them, focused on satisfying their financial needs and contributing to the increase of the results of the Entity through the achievement of business objectives.

Skills

H CUSTOMER SERVICE QUALITY

H COMMERCIAL SYSTEMATICS

H CUSTOMER RELATIONSHIP MODEL

H CUSTOMER ACQUISITION

H CLOSING SALES, NEGOTIATION AND AGREEMENTS

H BANKING AND/OR FINANCIAL PRODUCTS AND SERVICES

H COMMERCIAL MANAGEMENT AND CLIENT PORTFOLIO

S.1.4 ALLIANCES – COMMUNICATION

S.2.1 HUMANISM – COMMUNICATION AND EMPATHY

H OPERATIONS, RISK, AND SECURITIES POLICIES AND PROCEDURES

H FINANCIAL ADVICE

H KNOWLEDGE OF CUSTOMERS AND SECTORS

H PREMIER BANKING PRODUCTS AND SERVICES

H PRODUCT COMBINATION-BASED SALES

H TAX STANDARDS AND REGULATIONS

S.1.1 ALLIANCES – COLLABORATION AND TRANSVERSALITY

S.1.3 ALLIANCES – INFLUENCE

H INDEPENDENT ADVICE

S.1.2 ALLIANCES – CUSTOMER ORIENTATION

S.2.2 HUMANISM – LEADERSHIP AND TEAM DEVELOPMENT / SELF-LEADERSHIP

S.4.1 ANTICIPATION – ANTICIPATION AND CHANGE MANAGEMENT

H DIVERSIFICATION OF ASSETS

S.3.1 EMPOWEREMENT – FOCUS ON RESULTS

S.5.1 DIVERSITY – PROMOTING DIVERSITY

H ANTICIPATION AND PROACTIVE IDENTIFICATION OF BUSINESS OPPORTUNITIES

H COMMERCIAL TOOLS

H INTERNAL REGULATIONS AND PROCEDURES AGAINST MONEY LAUNDERING

H FINANCIAL ENVIRONMENT

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