Las Rozas de Madrid, Community of Madrid, Spain · Remote OK
Quins projectes desenvolupem? La missió d'aquest equip és fer la gestió, seguiment, atenció i tracte comercial als clients de la seva cartera de Banca Premier, identificant oportunitats de venda, mantenint un adequat niv…
Skills: Portfolio Management, Commercial Management, Digital Transformation, Risk Analysis, Digital Sales Closing
Las Rozas de Madrid, Community of Madrid, Spain · Remote OK
Which projects do we work on? The mission of this team is to manage, monitor, care for and deal with customers in its portfolio of Premier Banking, identifying sales opportunities, maintaining an appropriate level of int…
Skills: Customer Portfolio Management, Digital Sales, Premier Banking, Risk Analysis, Digital Transformation
Barcelona, Catalonia, Spain · Hybrid
CaixaBank és un grup financer amb un model de banca universal socialment responsable amb visió a llarg termini, basat en la qualitat, la proximitat i l'especialització, que ofereix una proposta de valor de productes i se…
Skills: Financial Regulation, Digital Assets Law, Blockchain Regulation, Compliance, MiCA
Barcelona, Catalonia, Spain · Hybrid
CaixaBank is a financial group with a socially responsible, long-term universal banking model, based on quality, trust, and specialisation, which offers a value proposition of products and services adapted for each secto…
Skills: Financial Regulation, Digital Assets Law, Blockchain Regulation, MiCA, MiFID
Madrid, Community of Madrid, Spain · Remote OK
Which projects do we work on? The mission of this team is to manage, monitor, care for and deal with customers in its portfolio of Premier Banking, identifying sales opportunities, maintaining an appropriate level of int…
Skills: Customer Portfolio Management, Digital Sales, Premier Banking, Credit Risk Analysis, MIFID Certification
Madrid, Community of Madrid, Spain · Remote OK
Quins projectes desenvolupem? La missió d'aquest equip és fer la gestió, seguiment, atenció i tracte comercial als clients de la seva cartera de Banca Premier, identificant oportunitats de venda, mantenint un adequat niv…
Skills: Portfolio Management, Commercial Management, Digital Transformation, Risk Analysis, Digital Sales
Madrid, Community of Madrid, Spain · Remote OK
Quins projectes desenvolupem? La missió d'aquest equip és fer la gestió, seguiment, atenció i tracte comercial als clients de la seva cartera de Banca Premier, identificant oportunitats de venda, mantenint un adequat niv…
Skills: Portfolio Management, Commercial Management, Digital Transformation, Risk Analysis, Financial Product Sales
Las Rozas de Madrid, Community of Madrid, Spain · Remote OK
Quins projectes desenvolupem? La missió d'aquest equip és fer la gestió, seguiment, atenció i tracte comercial als clients de la seva cartera de Banca Premier, identificant oportunitats de venda, mantenint un adequat niv…
Skills: Portfolio Management, Commercial Management, Digital Transformation, Risk Analysis, Digital Sales Closing
Madrid, Community of Madrid, Spain · Remote OK
Which projects do we work on? The mission of this team is to manage, monitor, care for and deal with customers in its portfolio of Premier Banking, identifying sales opportunities, maintaining an appropriate level of int…
Skills: Commercial Portfolio Management, Digital Sales, Premier Banking, Credit Risk Analysis, Customer Relationship Management
Barcelona, Catalonia, Spain · Hybrid
CaixaBank es un grupo financiero con un modelo de banca universal socialmente responsable con visión a largo plazo, basado en la calidad, la cercanía y la especialización, que ofrece una propuesta de valor de productos y…
Skills: Financial Regulation, Digital Assets Law, Blockchain Regulation, MiCA, MiFID
Madrid, Community of Madrid, Spain · Remote OK
Which projects do we work on? The mission of this team is to manage, monitor, care for and deal with customers in its portfolio of Premier Banking, identifying sales opportunities, maintaining an appropriate level of int…
Skills: Customer Portfolio Management, Digital Sales, Premier Banking, Credit Risk Analysis, MIFID Certification
Las Rozas de Madrid, Community of Madrid, Spain · Remote OK
Which projects do we work on? The mission of this team is to manage, monitor, care for and deal with customers in its portfolio of Premier Banking, identifying sales opportunities, maintaining an appropriate level of int…
Skills: Commercial Portfolio Management, Digital Sales, Premier Banking, Credit Risk Analysis, Customer Relationship Management
Barcelona, Catalonia, Spain · On-site
CaixaBank is a financial group with a socially responsible, long-term universal banking model, based on quality, trust, and specialisation, which offers a value proposition of products and services adapted for each secto…
Skills: Blockchain, Digital Assets, DeFi, MiCA Regulation, Payment Gateways
Barcelona, Catalonia, Spain · On-site
CaixaBank es un grupo financiero con un modelo de banca universal socialmente responsable con visión a largo plazo, basado en la calidad, la cercanía y la especialización, que ofrece una propuesta de valor de productos y…
Skills: Blockchain, Digital Assets, DeFi, MiCA Regulation, Payment Gateways
Madrid, Community of Madrid, Spain · On-site
¿Qué proyectos desarrollamos? La misión de este equipo es realizar la gestión, seguimiento, atención y trato comercial a los clientes de su cartera de Banca Premier, identificando oportunidades de venta, manteniendo un a…
Skills: Portfolio Management, Commercial Management, Digital Transformation, Risk Analysis, Financial Product Sales
Madrid, Community of Madrid, Spain · On-site
¿Qué proyectos desarrollamos? La misión de este equipo es realizar la gestión, seguimiento, atención y trato comercial a los clientes de su cartera de Banca Premier, identificando oportunidades de venta, manteniendo un a…
Skills: Portfolio Management, Commercial Management, Digital Transformation, Risk Analysis, Financial Product Sales
Las Rozas de Madrid, Community of Madrid, Spain · On-site
¿Qué proyectos desarrollamos? La misión de este equipo es realizar la gestión, seguimiento, atención y trato comercial a los clientes de su cartera de Banca Premier, identificando oportunidades de venta, manteniendo un a…
Skills: Portfolio Management, Commercial Management, Digital Transformation, Risk Analysis, Financial Product Sales
Las Rozas de Madrid, Community of Madrid, Spain · On-site
¿Qué proyectos desarrollamos? La misión de este equipo es realizar la gestión, seguimiento, atención y trato comercial a los clientes de su cartera de Banca Premier, identificando oportunidades de venta, manteniendo un a…
Skills: Portfolio Management, Digital Sales, Customer Relationship Management, Financial Advisory, Risk Analysis
Barcelona, Catalonia, Spain · On-site
CaixaBank is a financial group with a socially responsible, long-term universal banking model, based on quality, trust, and specialisation, which offers a value proposition of products and services adapted for each secto…
Skills: Digital Assets Management, Blockchain, Tokenization, Operating Model Design, Banking Operations
Barcelona, Catalonia, Spain · On-site
CaixaBank es un grupo financiero con un modelo de banca universal socialmente responsable con visión a largo plazo, basado en la calidad, la cercanía y la especialización, que ofrece una propuesta de valor de productos y…
Skills: Digital Assets Management, Operating Model Design, Blockchain, Tokenization, Banking Operations
Las Rozas de Madrid, Community of Madrid, Spain • Remote OK
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Manage and follow up with a portfolio of Premier Banking clients through digital channels to identify sales opportunities. Drive digital transformation by promoting the use of the bank's app and managing the operational and risk evolution of the assigned portfolio.
Requires experience in commercial portfolio management and mandatory MIFID, LCCI, and IDD certifications. Knowledge of Premier Banking protocols, commercial systematics, and retail banking products is essential.
La missió d'aquest equip és fer la gestió, seguiment, atenció i tracte comercial als clients de la seva cartera de Banca Premier, identificant oportunitats de venda, mantenint un adequat nivell d'interlocució a través dels canals digitals que estan a la seva disposició, i oferint-los els productes més conformes a cadascun d'ells, amb l'objectiu contribuir a la consecució de reptes establerts per al seu centre.
Les responsabilitats que assumiràs en la posició són:
Altres requisits:
Figura de gestor especialitzat que s' encarrega d' atendre les necessitats dels clients a través canals remots, recolzant-se en les capacitats tecnològiques de l' entitat. Realitzen assessorament especialitzat sobre productes i gestionen la contractació de forma digital.
We are the leading financial group in the Spanish market, comprised of banking business, insurance activity and investments in international banks and leading companies in the services sector. CaixaBank is a financial group with a socially responsible, long-term universal banking model, based on quality, trust, and specialisation, which offers a value proposition of products and services adapted for each sector, adopting innovation as a strategic challenge and a distinguishing feature of its corporate culture, and whose leading position in retail banking in Spain and Portugal makes it a key player in supporting sustainable economic growth.
Offices: Pintor Sorolla, 2-4, Valencia , 46002, ES · Avda. Diagonal, 621, Barcelona, ES · Paseo de la Castellana, 189, Madrid, ES
We are the leading financial group in the Spanish market, comprised of banking business, insurance activity and investments in international banks and leading companies in the services sector. CaixaBank is a financial group with a socially responsible, long-term universal banking model, based on quality, trust, and specialisation, which offers a value proposition of products and services adapted for each sector, adopting innovation as a strategic challenge and a distinguishing feature of its corporate culture, and whose leading position in retail banking in Spain and Portugal makes it a key player in supporting sustainable economic growth.
Offices: Pintor Sorolla, 2-4, Valencia , 46002, ES · Avda. Diagonal, 621, Barcelona, ES · Paseo de la Castellana, 189, Madrid, ES
