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ESTAND Banco Mediolanum

2 Ofertas de empleo · Visitar website →

Información de la empresa

Oír no es igual que escuchar, igual que Banco Mediolanum no es igual que otros bancos. Entender las necesidades, las ilusiones y las metas de cada persona y dar el mejor asesoramiento para hacerlas realidad es lo que da sentido a todo.

Todo esto lo hacen personas como nosotros, los Family Bankers®, agentes representantes de Banco Mediolanum, a los que no nos gustan los horarios fijos, nos gusta la libertad para dar el mejor asesoramiento. Tampoco nos gustan las nóminas, nos gustan nuestras propias metas. Y no nos gusta ser bancarios, nos gusta ser Family Bankers®.

Ofertas de empleo

Oferta de empleo Family Banker®

Como Family Banker® puedes construir tu proyecto profesional en el sector de la banca. Respaldado por una entidad que te apoya y te proporciona todas las facilidades para desarrollar tu carrera profesional. Una entidad que no te presiona, que te dé libertad. Banco Mediolanum es esta entidad, con un modelo de banca diferente e innovador que basa su negocio en la figura del Family Banker®. Banco Mediolanum es una entidad de asesores financieros, construida para ellos. Para ti.

Banco Mediolanum te ofrece:

  • El respaldo del banco español más solvente y con una experiencia de más de 36 años asesorando a sus clientes.
  • Una amplia gama de productos y servicios bancarios, capaces de responder a cualquier exigencia y necesidad de un ahorrador.
  • Ambicioso plan de desarrollo profesional.
  • Amplio apoyo en comunicación, tecnología y herramientas para el desarrollo de tu actividad.
  • Más de 100 horas anuales de formación impartidas a cada Family Banker® de manera permanente e individualizada* con la colaboración de la Universidad Corporativa del Grupo Mediolanum, permitiéndote obtener la certificación de Operador de Banca Seguros y la certificación profesional exigida por la MiFIDII.

Aptitudes y conocimientos deseados

  • Formación preferiblemente universitaria.
  • Experiencia profesional mínima de 3 años.
  • Clara orientación al cliente.
  • Se valorará certificación oficial CNMV en Asesoramiento Financiero.

Oferta de Prácticas Académicas Externas

Funciones y actividades:

Formación en Asesoramiento Financiero, impartida a los Family Banker®

Reuniones con gestoras externas para presentación y actualizaciones de productos financieros

Desarrollar la actividad comercial y gestión de incidencias en los diferentes canales (canal telefónico/correo electrónico/Internet y redes sociales…)

Emitir y recibir llamadas de carácter operativo y comercial:

– Gestión de activo

– Fondos de Inversión

– Planificación Financiera

Tareas administrativas derivadas de la gestión comercial.

Gestión y desarrollo de equipos de trabajo

Acompañamiento junto al tutor a reuniones con clientes

Gestión y planificación de agenda

Dirección de realización de prácticas: c/ Alcalá, 61, 1ª Planta, 28014, Madrid.**

Fecha prevista del inicio: Octubre de 2020

Fecha prevista del final: Febrero de 2020

Duración (meses): 4 meses

Horario / Jornada: 9-14h/ 25 horas semanales

Días de la semana: Lunes-Viernes

Titulación/es requerida/s:

ECONOMÍA

FINANZAS

EMPRESARIALES

ADE

COMERCIO

Formación complementaria:

PLANIFICACION FINANCIERA

• Se valorará certificación oficial CNMV en Asesoramiento Financiero.

Persona de contacto en la entidad:

Teresa Díez Merchán

Teléfono: +34 646 508 178

Correo electrónico: mariateresa.diez@bancomediolanum.es

Comenta en el muro

Nuestro moderador te responderá lo antes posible

Captura de pantalla 2020-09-22 a las 15.32.01

Ignacio Muñoz de las Heras

Family Banker en BANCO MEDIOLANUM

Captura de pantalla 2020-09-22 a las 15.32.01

Fernando Juárez

Private Banker® – Group Manager en Banco Mediolanum

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