Private Advisor
Intesa Sanpaolo · Tirane +1 · 3h ago
Intesa Sanpaolo Bank Albania, part of the Intesa Sanpaolo Group, is a leading bank in the country offering quality banking services, financial solutions, innovative products and services to corporate, institutional and high net worth clients, small and medium businesses and individual customers. We encourage a growth style that is attentive to sustainable results and creating a process based on trust that derives from customer and shareholder satisfaction, a sense of belonging on the part of our employees and close monitoring of the needs of local communities. We compete in the market with a sense of fair play and are ready to cooperate with other economic entities, public and private, whenever necessary, strengthening the overall capacity for growth and expansion in the local economy. Intesa Sanpaolo Bank Albania has a network of 35 branches in different cities of the country and will continue to expand strategically following closely the economic development of Albania.
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.
Everyone is an asset for our Bank and that person could be you! Check out our job opportunities, apply and join our team!