Private Banker
OTP banka, SlovenijaSlovenia4 days ago
Full-timeFinance, Sales
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Company Description
OTP banka, a trusted leader in Slovenia's financial sector, delivers high-quality banking services and products for both individuals and businesses. With more than 900 branch locations, it is the most accessible bank in Slovenia, complemented by top-rated digital solutions for an excellent customer experience. As part of the international OTP Group, a leading banking group in Central and Eastern Europe, OTP banka focuses on sustainable operations, employee development, and fostering teamwork. The bank strives for continuous progress, sharing knowledge and expertise while contributing to the stability and success of the group. OTP banka is committed to becoming the best bank in Slovenia.
Role Description
We are seeking a Private Banker for a full-time, on-site role based in Dobrova. The Private Banker will be responsible for providing personalized financial planning services, managing investment portfolios, and developing customized asset allocation strategies for clients. The role involves maintaining strong relationships with high-net-worth clients, identifying their financial goals, and recommending tailored banking and investment solutions. Additionally, the Private Banker will ensure compliance with corporate and regulatory standards while offering exceptional customer service.
Qualifications
OTP banka, a trusted leader in Slovenia's financial sector, delivers high-quality banking services and products for both individuals and businesses. With more than 900 branch locations, it is the most accessible bank in Slovenia, complemented by top-rated digital solutions for an excellent customer experience. As part of the international OTP Group, a leading banking group in Central and Eastern Europe, OTP banka focuses on sustainable operations, employee development, and fostering teamwork. The bank strives for continuous progress, sharing knowledge and expertise while contributing to the stability and success of the group. OTP banka is committed to becoming the best bank in Slovenia.
Role Description
We are seeking a Private Banker for a full-time, on-site role based in Dobrova. The Private Banker will be responsible for providing personalized financial planning services, managing investment portfolios, and developing customized asset allocation strategies for clients. The role involves maintaining strong relationships with high-net-worth clients, identifying their financial goals, and recommending tailored banking and investment solutions. Additionally, the Private Banker will ensure compliance with corporate and regulatory standards while offering exceptional customer service.
Qualifications
- Strong expertise in Financial Planning, Finance, and Investments
- Proven experience in Private Banking and Asset Allocation
- Excellent interpersonal and communication skills with the ability to build and maintain client relationships
- Strategic thinking and problem-solving skills in financial decision-making
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field
- Relevant certifications such as CFA, CFP, or equivalent are a plus
- Proficiency in financial regulations and compliance standards in Slovenia
- Fluency in Slovenian and strong English language skills
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