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, Financial Product Sales
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
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
Madrid, Community of Madrid, Spain · Hybrid
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Madrid, Community of Madrid, Spain · On-site
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Madrid, Community of Madrid, Spain · Remote OK
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Madrid, Community of Madrid, Spain • Remote OK
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Manage and monitor a portfolio of Premier Banking customers through digital channels to identify sales opportunities and offer suitable products. Responsibilities include promoting digital transformation, monitoring risk, and managing the balance sheet and income statement of the portfolio.
Requires experience in commercial customer portfolio management and mandatory MIFID, LCCI, and IDD certifications. Candidates must have knowledge of Premier banking protocols, private banking products, and NPL management.
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 interlocation through the digital 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.
The responsibilities that you will assume in the position are:
Other requirements:
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.
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
