CaixaBank

GESTOR/A BANCA PREMIER - RED - CONTRIBUIDOR INDIVIDUAL

CaixaBank  •  Bailén, ES (Onsite)  •  30 days ago
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Job Description

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 QUALITYH COMMERCIAL SYSTEMATICSH CUSTOMER RELATIONSHIP MODELH CUSTOMER ACQUISITIONH CLOSING SALES, NEGOTIATION AND AGREEMENTSH BANKING AND/OR FINANCIAL PRODUCTS AND SERVICESH COMMERCIAL MANAGEMENT AND CLIENT PORTFOLIOS.1.4 ALLIANCES – COMMUNICATIONS.2.1 HUMANISM – COMMUNICATION AND EMPATHYH OPERATIONS, RISK, AND SECURITIES POLICIES AND PROCEDURESH FINANCIAL ADVICEH KNOWLEDGE OF CUSTOMERS AND SECTORSH PREMIER BANKING PRODUCTS AND SERVICESH PRODUCT COMBINATION-BASED SALESH TAX STANDARDS AND REGULATIONSS.1.1 ALLIANCES – COLLABORATION AND TRANSVERSALITYS.1.3 ALLIANCES – INFLUENCEH INDEPENDENT ADVICES.1.2 ALLIANCES – CUSTOMER ORIENTATIONS.2.2 HUMANISM – LEADERSHIP AND TEAM DEVELOPMENT / SELF-LEADERSHIPS.4.1 ANTICIPATION – ANTICIPATION AND CHANGE MANAGEMENTH DIVERSIFICATION OF ASSETSS.3.1 EMPOWEREMENT – FOCUS ON RESULTSS.5.1 DIVERSITY – PROMOTING DIVERSITYH ANTICIPATION AND PROACTIVE IDENTIFICATION OF BUSINESS OPPORTUNITIESH COMMERCIAL TOOLSH INTERNAL REGULATIONS AND PROCEDURES AGAINST MONEY LAUNDERINGH FINANCIAL ENVIRONMENT
CaixaBank

About CaixaBank

We are the leading financial group in the Spanish market, comprised of banking business, insurance activity and investments in international banks and leading companies in the services sector.

CaixaBank is a financial group with a socially responsible, long-term universal banking model, based on quality, trust, and specialisation, which offers a value proposition of products and services adapted for each sector, adopting innovation as a strategic challenge and a distinguishing feature of its corporate culture, and whose leading position in retail banking in Spain and Portugal makes it a key player in supporting sustainable economic growth.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Valencia , ES
Year Founded
Unknown
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