This role focuses on managing a Premier Banking client portfolio, developing commercial activities to meet financial needs and increase entity results. You will provide advice and sell products and services, anticipating client needs and working collaboratively to achieve common goals.
This role focuses on managing a Premier Banking client portfolio, developing commercial activities to meet financial needs and increase entity results. You will provide advice and sell products and services, focusing on savings and investment, while anticipating client needs and working collaboratively.
CaixaBank is seeking a Premier Banking Portfolio Manager in Estepa to advise and market banking products and services. The role involves managing a portfolio of Premier Banking clients, understanding their financial needs, and contributing to the entity's business objectives. This position requires proactive client engagement and teamwork to achieve commercial goals.