Private Banking Manager

About the role

At Caja Rural, we are looking to incorporate a Private Banking Manager for the South zone of the province of Jaén, who has the desire to grow professionally, who enjoys direct contact with the client and feels passion for commercial work.

For us, this position is key to the development of our entity, as it represents the intermediary contact between our clients and the offices and, it is fundamental to continue fulfilling our values and commitment to society.

What you'll do

• Manage and advise high-net-worth clients, identifying personalized investment strategies according to their profile and financial objectives.
• Design and present investment proposals based on the analysis of markets, assets, and economic trends.
• Coordinate the execution of financial operations and guarantee compliance with current regulations.
• Acquisition and monitoring of the client portfolio, establishing lasting relationships based on trust and transparency.
• Supervise the evolution of investments and make timely recommendations to optimize profitability and minimize risks.
• Guarantee compliance with regulations and rules applicable to wealth management.
• Act as a liaison between clients and the different specialized departments of the entity to offer comprehensive solutions.
• Perform continuous monitoring of investment opportunities and news in the financial sector.

Education & certifications

Academic qualification: University degree (Law, Business Administration, or similar) or related Higher Degrees.

Caja Rural Jaén

Caja Rural de Jaén is a credit institution founded in 1957. It is a member of the Spanish Association of Rural Banks, forming the Caja Rural Group along with 29 other entities. Its initial location was in the province of Jaén although, currently, its more than 160 branches are spread across the provinces of Jaén, Córdoba, Madrid, Sevilla, and Barcelona.

Its firm commitment, both to current challenges such as financial inclusion or sustainable development, and to its environment—which includes the territory, our stakeholders, people, and the environment—has made the entity a benchmark wherever it operates.

Caja Rural de Jaén is a responsible, ethical, transparent, close, and sustainable entity that offers a quality product that responds to the needs of our clientele. To this end, it works day by day to improve and continue being faithful to its origins, among which we highlight the rural environment and sectors such as agriculture.

MISSION

To contribute to the economic and social development of our environment, supported by our values, committed to people.

VISION

To be the benchmark financial entity that drives transformation in our area of operation with solidity and transparency, through commitment and closeness.

VALUES

• COMMITMENT: We respond to the needs of our environment.
• CLOSENESS: We understand closeness as accessible and personalized treatment.
• QUALITY: We seek continuous improvement in processes in order to satisfy our stakeholders and optimize services.
• HONESTY AND TRANSPARENCY: We act with integrity, ethics, and respect, facilitating truthful and accessible information, supported by our code of conduct and seeking best practices.
• SOLVENCY AND SOLIDITY: We manage our resources efficiently, growing responsibly, integrated within the Caja Rural Group.

Requirements

Additional training: MIFID II, LCCI, and Insurance Law

Experience

• Management and advisory of high-net-worth clients.
• Design and presentation of investment proposals.
• Execution of financial operations and regulatory compliance (MIFID II, CNMV).

Mobility: Availability for travel is required according to the needs of the
position.