Relationship Manager Private Banking Iasi

RESPONSABILITATI

Responsibilities:
o Customer advisory service
o Continuous customer contact
o Establishment of a long lasting customer relation
o Acquisition of a holistic knowledge of customer and continuous updating of customer information
o Providing advice on all financial aspects (concerning customers` complete wealth/assets)
o Monitoring banking transactions (inflows and outflows)
o Continuous reporting to customer in accordance with agreed formats
o Guarantee of confidentiality
o Continuous monitoring of customer’s satisfaction
o Continuous updating of knowledge about products and markets
o Continuous monitoring of recommendations coming from Investments Unit on risk profiling, asset allocations, suggested investments, products, market’s suggestions
o Compliance with those recommendations
o Observation of financial markets and private banking area
o Continuous monitoring of competitors as well as comparison of products
o Establishing strong ties within the investment community
o Continuous training within all relevant PB aspects
o Elaboration and check of investments and wealth protection proposals
o Elaboration of investment proposals based on customer specifications and investment objectives (risk profile and financial goals)
o Clear and well understandable preparation and structuring
o Periodic adaptation according to market and/or customer's request
o Execution of customer orders
o Guarantee the overall quality of financial investments in customer’s portfolio
o Intensive cooperation with other Divisions and other group entities
o Customer acquisition
o Acquiring brand new clients and leveraging on potential customers already present in the Bank but served by other divisions or other Group entities
o Participation in events organized for current and potential customers
o Aim / achieve further recommendations from current client to other potential clients
o Use and support of the market & sales promotion
o Put together offers, presentations to prospect clients using provided marketing materials and templates
o Follow-up on customer’s contacts, offers, conclusions and implementation

CERINTE

DESCRIEREA FIRMEI

UniCredit Group este una din cele mai mari organizatii financiar-bancare din Europa, fiind numarul 1 pe piata bancara din Europa Centrala si de Est. UniCredit este prezent in 23 de tari, unde 170.000 angajati deservesc peste 40 milioane de clienti prin intermediul a 9,000 de sucursale.

UniCredit Tiriac Bank , membra a Unicredit Group este un important jucator pe piata bancara din Romania, cu active in valoare de 3,6 miliarde EUR, o retea de peste 140 sucursale, unde peste 2.600 de angajati vin in ajutorul a peste 600.000 de clienti.