Senior Wealth Account Manager

Full Time

Bucuresti

Senior

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