Gestor Premier | Direção De Particulares, Negócio E Premier (dpnpn) | Marco De Canaveses

bancobpi

Marco de Canaveses, Portugal
On-site
Premium client portfolio management
Wealth advisory services
Private banking operations
Banco BPI is seeking a Gestor Premier to manage private banking clients in Marco de Canaveses, Portugal, requiring strong interpersonal skills and financial expertise. The role focuses on maintaining client relationships and providing tailored financial solutions

Job Summary

  • The role involves managing a high-value portfolio of private banking clients within the Premier segment.
  • Responsibilities include providing comprehensive financial advice and developing tailored investment solutions.
  • The position is based in Marco de Canaveses, supporting the Direção De Particulares, Negócio E Premier division.

Matching Summary

Match Score: 85

Banco BPI is seeking a Gestor Premier to manage private banking clients in Marco de Canaveses, Portugal, requiring strong interpersonal skills and financial expertise. The role focuses on maintaining client relationships and providing tailored financial solutions.

Skills & Requirements

Must-have

  • Premium client portfolio management
  • Wealth advisory services
  • Private banking operations

Nice-to-have

  • Strong negotiation skills
  • Market analysis capabilities
  • Cross-selling financial products

Key Requirements

  • Experience in private banking or wealth management
  • Degree in Finance, Economics, or related field
  • Proven track record in client acquisition and retention

Work Rights

Not specified

Tailored Resume

Cover Letter