candidati

Descrierea postului:

Responsibilities:

• Customer advisory service
• Continuous customer contact
• Establishment of a long lasting customer relation
• Acquisition of a holistic knowledge of customer and continuous updating of customer information
• Providing advice on all financial aspects (concerning customers` complete wealth/assets)
• Monitoring banking transactions (inflows and outflows)
• Continuous reporting to customer in accordance with agreed formats
• Guarantee of confidentiality
• Continuous monitoring of customer’s satisfaction
• Continuous updating of knowledge about products and markets
• Continuous monitoring of recommendations coming from Investments Unit on risk profiling, asset allocations, suggested investments, products, market’s suggestions
• Compliance with those recommendations
• Observation of financial markets and private banking area
• Continuous monitoring of competitors as well as comparison of products
• Establishing strong ties within the investment community
• Continuous training within all relevant PB aspects
• Elaboration and check of investments and wealth protection proposals
• Elaboration of investment proposals based on customer specifications and investment objectives (risk profile and financial goals)
• Clear and well understandable preparation and structuring
• Periodic adaptation according to market and/or customer’s request
• Execution of customer orders
• Guarantee the overall quality of financial investments in customer’s portfolio
• Intensive cooperation with other Divisions and other group entities
• Customer acquisition
• Acquiring brand new clients and leveraging on potential customers already present in the Bank but served by other divisions or other Group entities
• Participation in events organized for current and potential customers
• Aim / achieve further recommendations from current client to other potential clients
• Use and support of the market & sales promotion
• Put together offers, presentations to prospect clients using provided marketing materials and templates

• Follow-up on customer’s contacts, offers, conclusions and implementation

Cerinte:

• Very good connection with local business environment
• Excellent sales skills
• Results oriented and entrepreneurial skills
• Financial market medium knowledge
• Fluency in English

• Ability to work under pressure