Banquero/a Santander Private Banking Palma De Mallorca
Santander
Palma de Mallorca, Spain
Not specified
Gestión de cartera de clientes
Asesoramiento de inversiones personalizado
Captación y fidelización de clientes
Santander is seeking a Private Banking Banker for its Palma de Mallorca branch, focusing on providing personalized investment advisory services to high-net-worth clients. The ideal candidate should possess relevant banking experience, a degree in economics or related fields, and strong financial product knowledge
Job Summary
Banquero/a Santander Private Banking with base in Palma de Mallorca is sought to manage and advise a portfolio of Private Banking clients, aiming to increase satisfaction and loyalty of existing clients and attract new ones to build long-term business relationships.
The role involves personalized management of private banking clients, periodically reviewing their investment needs and preferences based on a broad, continuous, and professional understanding of their assets.
Key responsibilities include achieving quantitative and qualitative objectives with an emphasis on client acquisition and retention, and maintaining high knowledge of the wealth management products and services offered by SPB.
Matching Summary
Match Score: 85
Santander is seeking a Private Banking Banker for its Palma de Mallorca branch, focusing on providing personalized investment advisory services to high-net-worth clients. The ideal candidate should possess relevant banking experience, a degree in economics or related fields, and strong financial product knowledge.
Skills & Requirements
Must-have
Gestión de cartera de clientes
Asesoramiento de inversiones personalizado
Captación y fidelización de clientes
Conocimiento de productos patrimoniales
Nice-to-have
Pensamiento disruptivo
Capacidad de innovar
Empatía y liderazgo
Conocimiento del sector local
Key Requirements
Experiencia en banca como gestor de clientes de alto patrimonio
Licenciatura/Grado Universitario en Economía, empresariales, ADE o similar