Support the Private Banking team in the management and monitoring of high-segment clients, ensuring excellence in service, operational rigor, and the commercial support necessary to create financial…
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8,000+ live jobsCLIENT MANAGER | Premier South and Islands Private Banking (DPNPSI) I CASCAIS
On-site in Cascais·Added 2 days ago (last checked 12 Oct)
This job advert was originally written in Portuguese.
Requirements
What we're looking for
- Bachelor's degree in Management, Economics, Accounting and Administration or equivalent;
- Great motivation for commercial activity;
- Ease of oral expression and argumentation skills;
- Good interpersonal relationship skills;
- Spirit of initiative and dynamism;
- Previous experience in the same role
Preferred requirements:
Nice to have
- Proficiency in IT tools from a user perspective;
- Knowledge of English.
The role
Job description/Main responsibilities:
What you'll do
- General Customer Service;
- Provide customers with information regarding the products and services marketed by the Bank;
- Establish a relationship of trust with each Customer, using best practices, whether in personal contact at the Counter or via telephone service;
- Ensure that all operations requested by Customers are correctly executed on time, in accordance with current security and quality procedures.
Mandatory requirements: