Private Banking Relationship Manager

Privredna banka Zagreb d.d. is a company whose vision is to be a role model and a center of excellence in the field of financial operations in Croatia. The foundation of our successful business is our employees, who actively participate in the modern development of the bank and the creation of constant change. PBZ, as an innovative and modern bank focused on internal development, provides an environment where you can develop in the direction you choose. The universal way to build a career with us is no secret: through effective work, achieving goals, continuous development of competencies, responsible organizational behavior, embracing diversity, team contribution, and personal proactivity. All the prerequisites are there; it is up to you to take advantage of them.

Private Banking Relationship Manager

(location: Zagreb)

If you are motivated by working in a dynamic environment, building long-term relationships of trust, and advising clients on asset management, this is the opportunity for you. We are looking for a Relationship Manager who will manage a portfolio of private banking clients, identify their financial needs, and contribute to the growth of their assets and satisfaction through an individual approach and expert advice. We offer the opportunity to work with one of the most valuable client portfolios on the market, as well as continuous professional development within PBZ and the Intesa Sanpaolo Group.

At PBZ Private Banking, we believe that top results stem from trust, expertise, and long-term partnerships with clients.

Main responsibilities:

• managing a portfolio of clients from the private banking segment
• identification of investment needs, preparation, and presentation of investment proposals
• active contribution to achieving the business goals of the private banking segment
• building and maintaining long-term relationships with existing clients
• actively attracting new clients through a network of contacts and referrals
• advising clients on investments, financial planning, and other banking products
• monitoring market movements and financial trends

Formal requirements that candidates must meet are as follows:

• University degree in Economics
• 3 years of work experience in the banking/financial sector (preferably in private banking)
• experience working with high-net-worth clients
• investment advisory license
• knowledge of investment products and capital markets
• active knowledge of English, both spoken and written
• HANFA license for insurance distribution

Along with a strong desire to work in a dynamic environment, ideal candidates possess:

• developed sales, communication, and presentation skills
• focus on results and client needs
• aptitude for teamwork
• confidence and proactivity in their approach
• a high level of professionalism and discretion
• organization and systematic approach
• developed negotiation skills
• a desire for additional learning and development
• readiness for mobility (depending on the client portfolio)

What we offer:

• Career advancement opportunities and professional development

• dynamic and motivating environment

• challenging projects

• professional courses, seminars, internal development modules

• Work-life balance and employee care

• remote work options

• systematic check-ups as part of a supplementary health insurance policy

• subsidized corporate kindergarten

• a day off for your birthday

• PBZ standard sports association and MultiSport card

• PBZ book club

• Occasional bonuses, gifts for children, cash rewards

You can read more about a career at the PBZ Group on our corporate website.

At Privredna banka Zagreb, we recognize your talent, provide you with top conditions for professional development, and want to create new value together with you. If you are ambitious and motivated and want to take a challenging step forward in your career – contact us.

This listing was sourced from 4dayweek.io.