Personal banker (España)

Personal banker (España)

04 sep
|
Axis Group - HR Advisor
|
España

04 sep

Axis Group - HR Advisor

España

Step into a rewarding career as a Personal Banker, where your expertise will shape the financial futures of affluent clients. You'll provide top-tier service and foster long-lasting relationships, all while showcasing your passion for finance. With your knowledge of financial products and an empathetic approach, you'll deliver customized investment solutions and navigate negotiations seamlessly. Join a collaborative team that values your well-being, offering a competitive salary, wellness resources, and development opportunities. If you're ready to elevate client experiences and thrive in a dynamic environment, apply now!

Description

- As a Personal Banker, you play a pivotal role in drawing in and keeping clients
- Providing a warm, high-quality welcome to clients, ensuring a premium experience that fosters long-term relationship development
- Enthusiastically advocating for the firm’s strategy, values, products, and services to both prospects and current clients
- Managing and nurturing the portfolios of affluent clients, serving as a trusted partner aligned with their financial goals
- Engaging in negotiations with clients using a collaborative approach while offering customized investment solutions
- Keeping an eye on market and banking sector trends,



while handling administrative tasks related to client follow-up

Your profile

- Possesses a minimum of a Bachelor's degree and has accumulated 3 to 5 years of experience in investment advisory, demonstrating a deep passion for the finance industry
- Exhibits comprehensive knowledge of various financial products and services available in the market
- Has exceptional proficiency in Dutch and a competent level of French
- Merges a robust commercial acumen with a high degree of empathy, allowing for an accurate understanding of clients’ needs and the ability to address them effectively
- Showcases outstanding communication and persuasion abilities
- Is proactive and entrepreneurial in nature, thrives in a collaborative team environment, and demonstrates meticulous work habits along with strong organizational skills and meticulous attention to detail

Offer

- Support for mental well-being and a culture of openness and constructive feedback
- Physical health resources such as ergonomic equipment, wellness sessions, and a bike leasing program
- A collaborative, inclusive work environment with transparent communication
- A competitive salary package with insurance, adaptable benefits, development opportunities, and attractive partner discounts

📌 Personal banker (España)
🏢 Axis Group - HR Advisor
📍 España

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