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Αναζητούμε ικανούς και φιλόδοξους επαγγελματίες για να ενταχθούν στην ομάδα Private banking στη Θεσσαλονίκη. Εάν σας συναρπάζει ο κόσμος των επενδύσεων και των χρηματοοικονομικών υπηρεσιών και επιθυμείτε να εξελιχθείτε σε ένα σύγχρονο και υποστηρικτικό εργασιακό περιβάλλον, η θέση του Relationship manager αποτελεί την ιδανική ευκαιρία για να κάνετε το επόμενο επαγγελματικό σας βήμα.Κύριες αρμοδιότητες<ul><li>Προώθηση και υποστήριξη επενδυτικών και καταθετικών υπηρεσιών σε πελάτες με σημαντική οικονομική επιφάνεια και μεγάλα επενδυτικά χαρτοφυλάκια, εντός και εκτός Ελλάδας</li><li>Προσέγγιση πελατών με εξειδικευμένες επενδυτικές ανάγκες και προσπάθεια ικανοποίησης αυτών μέσω των προϊόντων και υπηρεσιών της τράπεζας</li><li>Προώθηση καταθετικών και επενδυτικών προϊόντων για πελάτες υψηλών εισοδημάτων</li><li>Ενημέρωση πελατών για νέα προϊόντα και υπηρεσίες.</li></ul>Απαιτούμενες δεξιότητες<ul><li>Πτυχίο ανώτερου/ανώτατου εκπαιδευτικού ιδρύματος</li><li>Ελάχιστη προϋπηρεσία 7 ετών στον χώρο του wealth management</li><li>Άριστη γνώση &nbsp;επενδυτικών προϊόντων</li><li>Πιστοποιήσεις λήψης &amp; διαβίβασης εντολών (Α1), παροχής συμβουλών (Β)</li><li>Άριστη γνώση Αγγλικής γλώσσας</li><li>Προσανατολισμός στην επίτευξη αποτελεσμάτων</li><li>Επικοινωνιακές δεξιότητες και ομαδικό πνεύμα</li><li>Ύπαρξη ενεργού χαρτοφυλακίου σε ελληνική ή τράπεζα του εξωτερικού στον τομέα του Private banking.</li></ul>

Relationship manager - Private banking

Are you a strategic closer with a passion for building lasting partnerships? We are looking for a dynamic Sales Representative to drive growth, strengthen our brand presence, and deliver exceptional value to our customers. Based in our Head Offices in Athens, in this role, you won't just be selling products—you’ll be a consultant and a market expert, bridging the gap between customer needs and our innovative building solutions.&nbsp;What You’ll Do Drive Strategic Sales &amp; Growth<ul><li>Own Your Portfolio: Manage and grow a dedicated customer base through regular visits, value-driven proposals, and strategic prospecting.</li><li>Forecast &amp; Execute: Work closely with leadership to deliver accurate sales forecasts and execute action plans that optimize your territory's potential.</li><li>Negotiate with Impact: Handle quotes, tenders, and complex negotiations (volumes, pricing, and services) while staying firmly within competition law frameworks.</li><li>Market Intelligence: Act as our eyes and ears on the ground, gathering insights on market trends, competitor activity, and new product opportunities.</li></ul>Deliver an Exceptional Customer Experience<ul><li>Consultative Selling: Perform cost-benefit analyses to ensure our solutions truly meet customer demands and financial goals.</li><li>End-to-End Coordination: Partner with Logistics to ensure seamless delivery (trucks/ships) and collaborate with Technical Support to resolve issues swiftly.</li><li>Brand Stewardship: Strengthen our brand image through professional, high-touch interactions and proactive problem-solving.</li></ul>Ensure Operational Excellence<ul><li>Financial Integrity: Assess customer creditworthiness, negotiate payment terms with our Credit department, and manage receivables to maintain zero bad-debt status.</li><li>Data Accuracy: Maintain meticulous records in our CRM, ensuring all sales conditions and GDPR requirements are met for billing and compliance.</li><li>Reporting: Present territory performance and market share updates in departmental meetings, providing actionable feedback to the management team.</li></ul>Who You Are<ul><li>Educated &amp; Experienced: You hold a Bachelor’s degree in Engineering, Business Administration, or a related field, backed by a minimum 3 years of successful track-record in Sales &amp; Marketing.</li><li>A Natural Communicator: You possess excellent interpersonal skills, confident body language, and the ability to present complex ideas clearly.</li><li>A Strategic Thinker: You can plan, prioritize, and make quick decisions in a fast-paced environment without losing your composure.</li><li>Results-Oriented: You are driven by targets but grounded in accountability and conflict-resolution skills.</li><li>Tech-Savvy: You have a solid grasp of IT systems—experience with ERP and CRM is a major plus.</li><li>Mobile: You are ready to travel to meet your clients.</li><li>Linguistic Skills: You are fluent in English and comfortable working in a multinational business environment.</li></ul>Why Join Us? We offer a fast-paced, collaborative environment where your initiative is rewarded and your professional growth is a priority. If you are ready to take the next step in your sales career within a leading international group, we want to hear from you.

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relationship manager - private banking

Optima bank

sales representative

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