Privredna banka Zagreb d.d. is a company whose vision is to be a model and center of excellence in the field of financial business in Croatia. The foundation of our successful business are our employees, who actively participate in the modern development of the bank and the creation of continuous change. PBZ, as an innovative and contemporary bank focused on internal development, provides an environment in which you can develop in the direction you wish. The universal way to build a career with us is no mystery: through effective work, achieving goals, continuous development of competencies, responsible organizational behavior, acceptance of diversity, team contribution, and personal proactivity. All the prerequisites are here; it is up to you to take advantage of them.
Manager for Client Relations in Private Banking
(Work location Zagreb)
If you are motivated by work in a dynamic environment, building long-term relationships of trust, and advising clients on wealth management, this is an opportunity for you. We are looking for a Manager for Client Relations who will manage a portfolio of private banking clients, identify their financial needs, and through an individual approach and expert advice contribute to the growth of their wealth and satisfaction. We offer the opportunity to work with one of the most valuable client portfolios on the market and continuous professional development within PBZ and the Intesa Sanpaolo Group.
At PBZ Private Banking, we believe that excellent results come from trust, expertise, and long-term partnerships with clients.
Main responsibilities:
- management of a client portfolio from the private banking segment
- identification of investment needs, preparation and presentation of investment proposals
- active contribution to achieving 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 trends and financial developments
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 positions)
- experience working with high-net-worth clients
- investment advisory license
- knowledge of investment products and capital markets
- active knowledge of English language in speech and writing
- HANFA license for insurance distribution
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
- inclination toward teamwork
- confidence and proactivity in approach
- high level of professionalism and discretion
- organization and systematicity
- developed negotiation skills
- desire for continuous learning and development
- willingness to be mobile (depending on client portfolio)
What do we offer?
-
Opportunity for career advancement and professional development
-
dynamic and motivating environment
-
challenging projects
-
professional courses, seminars, internal development modules
-
Work-life balance and employee care
-
work outside the office
-
systematic health check-ups under supplementary health insurance
-
corporate kindergarten with subsidy
-
birthday day off
-
PBZ sports association standard and MultiSport card
-
PBZ book club
-
Appropriate bonuses, gifts for children, monetary rewards
You can read more about a career in the PBZ group on our corporate pages
At Privredna banka Zagreb, we recognize your talent, provide you with excellent conditions for professional development, and want to create new values together with you. If you are ambitious and motivated and want to make a challenging step forward in your career – contact us.