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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
DONDE ESTAMOS IEB Madrid
Dirección
Calle de Alfonso XI, 6, 28014 Madrid
Teléfono
915 24 06 15
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