Full Time
Bucuresti
Senior
Senior Wealth Account Manager
Responsibilities
- Promote and sell our products to both the existing investor base and prospects;
- Expand the existing customer base by contacting them (meetings, phone and email), advising, offering tailored solutions (cross-selling; upselling) and building loyalty;
- Identify new investors, using traditional prospecting methods as well as digital;
- Use CRM and defining investor groups for specific commercial actions;
- Handle calls and emails from customers and inbound marketing;
- Provide support during onboarding and after account opening;
- Achieve commercial targets (emails/calls/meetings/new accounts/net subscriptions)
- Monitor and evaluating market and competitive trends;
- Implement the sales policy;
- Attend events to increase prospect base and for networking.
Requirements
- Bachelors degree, preferably in economics;
- Minimum 5 years sales experience – mandatory;
- Experience in dealing with Private Banking clients minimum 6 months – mandatory;
- Knowledge and understanding of capital market products and instruments;
- Availability for short term national travel;
- Customer centric attitude;
- Excellent verbal and written communication skills;
- Very good negotiation skills;
- Ability to analyse and synthesize;
- Team spirit, positive attitude, result oriented at individual and team level;
- English at minimum intermediate level.
Benefits
- Competitive salary package;
- Continuous professional development in capital markets and leadership;
- Private health network membership, extended to the whole family;
- Meal vouchers;
- Additional leave days, depending on length of service, as per legal framework.