Private Client Advisor
Intesa Sanpaolo Bank Albania
/job-details/10996
**Private Advisor**
**Private & Financial Advisory Department**
**Retail & Wealth Management Division**
**Main responsibility:**
- Establish, maintain, and strengthen relationships with private clients assigned to the portfolio, ensuring high standards of service marked by professionalism, confidentiality, and responsiveness.
- Achieve commercial objectives in line with the Bank’s business goals and client segmentation strategy.
- Proactively identify and address client needs by providing personalized financial advice and solutions, leveraging in-depth knowledge of retail, investment, and wealth management products.
- Utilize the Bank’s tools and systems to monitor customer performance, define contact plans, log interactions, and ensure timely follow-ups.
- Attract new private clients by conducting proactive business development activities in alignment with the Retail Division's strategic initiatives.
- Ensure the accuracy, completeness, and regulatory compliance of all client documentation in the assigned portfolio.
***Requirements/skills:***
- Minimum of 2 years of experience in the banking sector, specifically in managing Private clients.
- Excellent understanding of banking products and services, including retail deposits, investments, lending, and cards
- High level of integrity, professionalism, and discretion, with the ability to maintain trust and confidentiality.
- Strong communication and interpersonal skills, with the ability to engage confidently with high-net-worth clients.
- Capable of working independently as well as collaboratively within a high-performing team.
- A university degree in Finance, Economics, Business Administration, or a related field is required.
**Private & Financial Advisory Department**
**Retail & Wealth Management Division**
**Main responsibility:**
- Establish, maintain, and strengthen relationships with private clients assigned to the portfolio, ensuring high standards of service marked by professionalism, confidentiality, and responsiveness.
- Achieve commercial objectives in line with the Bank’s business goals and client segmentation strategy.
- Proactively identify and address client needs by providing personalized financial advice and solutions, leveraging in-depth knowledge of retail, investment, and wealth management products.
- Utilize the Bank’s tools and systems to monitor customer performance, define contact plans, log interactions, and ensure timely follow-ups.
- Attract new private clients by conducting proactive business development activities in alignment with the Retail Division's strategic initiatives.
- Ensure the accuracy, completeness, and regulatory compliance of all client documentation in the assigned portfolio.
***Requirements/skills:***
- Minimum of 2 years of experience in the banking sector, specifically in managing Private clients.
- Excellent understanding of banking products and services, including retail deposits, investments, lending, and cards
- High level of integrity, professionalism, and discretion, with the ability to maintain trust and confidentiality.
- Strong communication and interpersonal skills, with the ability to engage confidently with high-net-worth clients.
- Capable of working independently as well as collaboratively within a high-performing team.
- A university degree in Finance, Economics, Business Administration, or a related field is required.
