Vista previa generada por IA
Gestor/a remoto/a para la banca privada en Málaga: gestiona clientes, impulsa la digitalización y supervisiona riesgo.
Buscamos experiencia en gestión de carteras, ventas digitales y cumplimiento de MIFID, LCCI y IDD.
Which projects do we work on?
Manage, monitor, support and commercialise the customers of its Particular Banking portfolio, identifying sales opportunities, maintaining an appropriate level of interlocation through the remote channels available to them, and offering them the products most suited to each of them, with the aim of contributing to achieving the challenges established for its centre.
Anticipating current and future needs based on a new relationship with the customer through the use of new technologies existing in the Entity and in the market.
The responsibilities that you will assume in the position are:
Manage the assigned customer portfolio.
Analysing the result of the commercial activity within the portfolio
Promoting digital transformation by encouraging the use of the Bank's digital tools and app.
Organise the operational and administrative activities of the portfolio.
Collaborate with the manager in the analysis and monitoring of the evolution of the risk of the customers of its portfolio.
Monitor the performance of the balance sheet and the income statement of its portfolio.
Minimum requirements
Experience and skills in the commercial management of customer portfolios.
Knowledge of the bank's portfolio of digital products and services.
MIFID, LCCI and IDD Certification required
Other requirements:
Control and monitoring of Operational Management.
Knowledge of Commercial Systems.
Knowledge of products marketed in the private banking sector.
Knowledge and management of NPLs.
Innovation and openness to change
What do we offer?
Job profile
Figure of specialized manager who is responsible for meeting the needs of customers through remote channels, relying on the technological capabilities of the entity. They provide specialized advice on products and manage contracting digitally.
Skills
- H COMMERCIAL SYSTEMATICS
- H CUSTOMER RELATIONSHIP MODEL
- H INDIVIDUAL BANKING PRODUCTS AND SERVICES
- H PRODUCT COMBINATION-BASED SALES
- H COMMERCIAL MANAGEMENT AND CLIENT PORTFOLIO
- H CLOSING DIGITAL SALES
- S.1.1 ALLIANCES – COLLABORATION AND TRANSVERSALITY
- S.1.4 ALLIANCES – COMMUNICATION
- H CREDIT RISK
- H DIGITAL CUSTOMER ONBOARDING AND ENROLLMENT
- S.1.3 ALLIANCES – INFLUENCE
- H PROCESS FOR PRIORITIZING AND PLANNING COMMERCIAL CONTACTS
- S.1.2 ALLIANCES – CUSTOMER ORIENTATION
- S.2.1 HUMANISM – COMMUNICATION AND EMPATHY
- S.2.2 HUMANISM – LEADERSHIP AND TEAM DEVELOPMENT / SELF-LEADERSHIP
- H CONSULTING
- H MULTICHANNEL AND DIGITAL CUSTOMER SERVICE
- S.4.1 ANTICIPATION – ANTICIPATION AND CHANGE MANAGEMENT
- S.3.1 EMPOWEREMENT – FOCUS ON RESULTS
- S.5.1 DIVERSITY – PROMOTING DIVERSITY
- H ANTICIPATION AND PROACTIVE IDENTIFICATION OF BUSINESS OPPORTUNITIES
- H COMMERCIAL TOOLS