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Private Banking Expert
3 days ago
Vår organisation syftar till att erbjuda sina klienter den allra bästa service och expertis inom private banking. För att nå dit behöver vi en erfaren och relationsdriven person som kan leda relationer framåt och generera affärer.
Kandidaten bör ha gedigen erfarenhet inom private banking och kunna identifiera möjligheter hos befintliga och nya klienter. Den ideala kandidaten bör vara en naturlig relationskapare som ser möjligheterna först i motsats till begränsningarna.
Tjänsten innebär att jobba med strategisk affärsgenerering, rådgivning och klientförvaltning. Det är också ett arbete där man ständigt hittar samarbeten mellan olika enheter för att skapa optimal rådgivning för varje klient.
Perspektivet ska vara långsiktigt och fokus ligger på att bygga trovärdiga relationer med klienterna.
Om rollen:
- Ansvara för att bygga långsiktiga relationer med klienter
- Generera affärer genom strategisk rådgivning och klientförvaltning
- Arbeta tillsammans med andra enheter för att skapa optimal rådgivning
- Planera och genomföra specifika projekt för klienter
- Koordinera sin egen aktivitet för att säkerställa effektivitet
- Följa upp och utvärdera resultaten
- Motivera och utveckla kollegor
I detta yrke utvecklar du kontakter, löser problem, analyserar situationer och tar initiativ.
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