Premier Account Executive

Role Overview

Provide the assigned client portfolio of the Premier segment with the highest level of service in their daily financial requirements, as well as personalized advice aimed at satisfying their financial needs in the short, medium, and long term.

What You Will Do

Retain the client portfolio in a timely manner and grow the portfolio of products assigned to the client through the support of business units.

Why It Might Be a Fit

We offer direct hiring by the bank, a base salary, quarterly performance bonus, end-of-year bonus, vacation pay, life insurance, major medical expenses insurance, credits, discounts on bank products, active participation in sustainability/responsibility social programs, discounts in over 9,000 establishments, and a career development plan tailored to your aspirations.

Requirements

• Bachelor’s degree in Economics or Finance (truncated or completed) or completed Bachelor’s degree
• Experience in service and/or customer service, minimum 4 years
• Experience in sales, minimum 4 years, preferably in the financial sector
• Experience in Premier products and services, minimum 2 years
• AMIB certification
• Knowledge of markets, external regulations
• Knowledge of Financial Mathematics
• Operational systems and branch procedures
• Intermediate English
• Microsoft Office package management
• Business development
• Portfolio administration
• Passion for sales
• Client need detection

Benefits

• Direct hiring by the bank
• Base salary
• Quarterly performance bonus
• End-of-year bonus
• Vacation pay
• Life insurance
• Major medical expenses insurance
• Credits
• Discounts on bank products
• Active participation in sustainability/responsibility social programs
• Discounts in over 9,000 establishments
• Career development plan