CaixaBank is the leading financial group in Spain and one of the most significant banking institutions in the Eurozone, serving millions of customers through an extensive network of branches and digital channels. The company operates across retail banking, insurance, and asset management, maintaining a dominant market share in the Iberian Peninsula following its 2021 merger with Bankia. With its legal headquarters in Valencia and major operational hubs in Barcelona and Madrid, CaixaBank offers a vast array of career paths ranging from local branch management to highly specialized corporate functions. For international professionals, the bank is particularly relevant in areas such as cybersecurity, fintech, data analytics, and sustainable finance, where it seeks to integrate global best practices into its digital transformation strategy.

Founded in 1904 as Caja de Ahorros y Pensiones de Barcelona ('la Caixa'), the institution transitioned to a publicly traded bank in 2011. In 2021, it completed a landmark merger with Bankia, solidifying its position as the largest bank in the Spanish domestic market.

Gestion de Clientes Ii Gest. Banca Premier Banca Particulares Centro 7439

CaixaBank

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Which projects do we work on?

Asesoramiento y comercialización de productos y servicios con orientación a conseguir los resultados y cumplir los objetivos comerciales.
Asesoramiento de productos específicos de ahorro e inversión.
Anticiparse y ser proactivo con las necesidades actuales y futuras de los clientes.
Trabajar en equipo para la consecución de los objetivos comunes.
Promover las buenas prácticas comerciales y colaborar en las mismas. Ofrecer una atención al cliente excelente, en línea con el nuevo modelo de negocio.

Minimum requirements

Perseverancia, iniciativa, compromiso y trabajo en equipo.
Conocer los diferentes mercados financieros, así como los productos de ahorro e inversión y su grado de riesgo.
Disponer de certificación de Mifid. Se valorará también certificación LCI, CIAF2 y otras calificaciones. "

What do we offer?

Job profile

It works exclusively to manage its Premier Banking portfolio, developing the necessary commercial activity with all assigned clients, through knowledge of them, focused on satisfying their financial needs and contributing to the increase of the results of the Entity through the achievement of business objectives.

Skills

H CUSTOMER SERVICE QUALITY

H COMMERCIAL SYSTEMATICS

H CUSTOMER RELATIONSHIP MODEL

H CUSTOMER ACQUISITION

H CLOSING SALES, NEGOTIATION AND AGREEMENTS

H BANKING AND/OR FINANCIAL PRODUCTS AND SERVICES

H COMMERCIAL MANAGEMENT AND CLIENT PORTFOLIO

S.1.4 ALLIANCES - COMMUNICATION

S.2.1 HUMANISM - COMMUNICATION AND EMPATHY

H OPERATIONS, RISK, AND SECURITIES POLICIES AND PROCEDURES

H FINANCIAL ADVICE

H KNOWLEDGE OF CUSTOMERS AND SECTORS

H PREMIER BANKING PRODUCTS AND SERVICES

H PRODUCT COMBINATION-BASED SALES

H TAX STANDARDS AND REGULATIONS

S.1.1 ALLIANCES - COLLABORATION AND TRANSVERSALITY

S.1.3 ALLIANCES - INFLUENCE

H INDEPENDENT ADVICE

S.1.2 ALLIANCES - CUSTOMER ORIENTATION

S.2.2 HUMANISM - LEADERSHIP AND TEAM DEVELOPMENT / SELF-LEADERSHIP

S.4.1 ANTICIPATION - ANTICIPATION AND CHANGE MANAGEMENT

H DIVERSIFICATION OF ASSETS

S.3.1 EMPOWEREMENT - FOCUS ON RESULTS

S.5.1 DIVERSITY - PROMOTING DIVERSITY

H ANTICIPATION AND PROACTIVE IDENTIFICATION OF BUSINESS OPPORTUNITIES

H COMMERCIAL TOOLS

H INTERNAL REGULATIONS AND PROCEDURES AGAINST MONEY LAUNDERING

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3w ago

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