Primary responsibilities include managing assigned Select client portfolios, acquiring new clients, increasing client portfolio activity, offering investment and banking products, managing financial performance of client portfolios, ensuring comprehensive and high-quality financial services, and building strong, long-lasting client relationships.
Required experience includes a university degree (preferably in economics or finance), minimum five years of experience in selling banking products including investment funds, extensive knowledge of capital market operations, excellent understanding of banking products with special emphasis on investment funds, understanding of tax issues related to investment and savings products, proven sales skills with success in acquiring new clients and developing sustainable client relationships.
The role offers employment through a work contract, internal professional development programs, participation in strategic projects, a collaborative team environment, an attractive motivational system, housing loans, attractive bank product offerings, private healthcare, a comprehensive benefits package including options for people with disabilities, and interesting health and wellness initiatives through the 'BeHealthy' program.
