Primary responsibilities include managing assigned Select client portfolios, acquiring new clients, increasing client activity, offering investment and banking products, ensuring financial performance from client portfolio management, maintaining client relationships, identifying client needs, and providing comprehensive high-quality financial services.
Required experience includes a higher education degree (preferably in economics or finance), minimum five years of experience selling banking products including investment funds, extensive knowledge of capital markets and financial instruments, excellent understanding of banking products with a focus on investment funds, understanding of tax issues related to investment and savings products, proven sales skills with success in acquiring and developing client relationships.
The role offers employment through an employment contract, internal professional development programs, participation in strategic projects, a cohesive team environment, attractive motivational system, housing loans, bank product offerings, private healthcare, flexible benefits system, and initiatives promoting a healthy lifestyle through the 'BeHealthy' program.
