Offer summary
Qualifications:
Curious, Dynamic, Independent, Good relational skills, Proficiency in Office Suite.Key responsabilities:
- Develop a comprehensive approach to client assets and their implications, including family circle and heirs
- Handle daily client portfolio operations through digital channels and specialized customer services to increase operational efficiency
- Assist wealth clients with suitable products and services, promote the bank's full range of offerings, and use dedicated commercial tools
- Promote expertise solutions to clients in the Wealth segment
