Director/A Private Banking
2 semanas atrás
Sobre o nosso cliente O nosso cliente é uma instituição financeira de Banca de Investimento.
Descrição Este profissional será responsável por:
Gerir e angariar novos Clientes, de acordo com as orientações e política comercial definida;Identificar os produtos e apresentá-los tendo em conta o perfil de risco e objectivos do Cliente;Efectuar o atendimento na agência e assegurar a realização de operações solicitadas pelo cliente;Elaborar mensalmente o relatório da actividade comercial;Acompanhar a evolução dos mercados e efectuar o acompanhamento permanente da carteira de Clientes que lhe está alocada;Participar em processos de melhoria contínua transversais à organização, bem como os relacionados com o incremento da eficiência e eficácia da sua área de intervenção, identificando as ineficiências, sugerindo melhorias e colaborando na respectiva implementação;Manter-se actualizado no âmbito da sua função, e contribuir proactivamente para o seu desenvolvimento profissional, participando e/ou propondo iniciativas que visem a aquisição ou reforço de competências;Cumprir com outras responsabilidades que lhe sejam delegadas, no seu âmbito de actuação ou necessárias à prossecução dos objectivos do Banco. Perfil ideal Procuramos profissionais com as seguintes características:
Mestrado em Economia, Gestão ou Similar;Experiência superior a 5 anos no sector bancário com funções comerciais;Sólidos conhecimentos do Mercado Financeiro e dos Produtos da Banca de Investimentos;Domínio das técnicas de prospecção e de abordagem comercial a Clientes de Private Banking;Bons conhecimentos da Regulamentação do Sector Financeiro (AML, Riscos Operacionais e Compliance);Domínio de técnicas de análises de rentabilidade/risco de investimentos financeiros;Domínio de cálculo financeiro, nomeadamente no que toca a cálculo de taxas, spreads, entre outros;Conhecimentos sólidos da língua inglesa;Conhecimentos da língua espanhola (preferencial);Capacidade de comunicação, assertividade e negociação. Vantagens Caso preencha os requisitos, envie-nos a sua candidatura.
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