Gestor de Clientes, Privado Express

Job Overview

This role involves actively promoting a service offering based on virtual and remote relationships, acting as the primary and dedicated contact point for clients in the Prestige/Executive Banking segment, and Private Banking when required. The goal is to deliver banking solutions tailored to client needs while adhering to specified value propositions.

Key Responsibilities

• Deliver value to clients and meet assigned growth targets for the Potential client portfolio, focusing on product consolidation and increasing client contribution rates.
• Analyze portfolio opportunities and execute client engagement campaigns (simplified client review) under the defined client engagement strategy for the Potential portfolio; refer leads to specialized support areas such as Financial Planners, Fiduciary and Succession Planning teams.
• Identify and recommend operational procedures that minimize risk.
• Act with discretion when executing client instructions within the defined mandate and escalate issues as necessary (e.g., for electronic transfers within authorized limits).
• Based on the client's credit profile and needs structure, submit credit applications and provide timely customer feedback.
• Promptly respond to client requests and monitor support requests directed to the Private Relations Center on behalf of clients.
• Timely comply with portfolio management and professional development requirements, including client identity verification, anti-money laundering analyses, early default management activities, compliance training, regulatory compliance requirements, unauthorized overdraft management, among others.

Qualifications

• Degree in Management and Commerce.
• 3-4 years of experience serving high-net-worth clients, personal and private banking.
• Proven track record in sales and client relationship management, capable of driving profitability and building relationships.
• Strong understanding of financial services sales with knowledge of banking products, services, and digital platforms.

Behavioral Competencies

• Practical approach
• Clear communication
• Persuasion skills
• Accurate documentation
• Interpersonal engagement
• Task management
• Meeting deadlines
• Goal-oriented
• Calmness under pressure
• Teamwork
• Positive mindset
• Adherence to standards

Technical Skills

• Banking processes and procedures
• Client retention strategies
• Cross-selling and up-selling skills
• Understanding customer banking, especially corporate banking
• Knowledge of financial sector regulatory framework
• Familiarity with banking products (corporate banking)
• Risk identification

Additional Information

No specific additional info provided.