Promote and sell services of BPP (Banca Patrimonial Privada), ensuring regulatory compliance and working with DGA strategies
Job Summary
Promote and sell services of BPP (Banca Patrimonial Privada), ensuring regulatory compliance and working with DGA strategies.
Implement and follow up on business management strategies to achieve established goals, conduct recurring client visits, and grow the client portfolio.
Get to know clients personally to identify their needs and facilitate their execution, while ensuring timely delivery of information for audits and avoiding sanctions.
Matching Summary
Promote and sell services of BPP (Banca Patrimonial Privada), ensuring regulatory compliance and working with DGA strategies.
Skills & Requirements
Must-have
Banca Patrimonial y Privada promotion
Client relationship management
Business strategy implementation
Regulatory compliance
Nice-to-have
Innovation and transformation
Teamwork and collaboration
Proactive problem-solving
Key Requirements
Licenciatura degree in finance, administration, accounting, or economics