GESTOR/A PERSONAL A DISTANCIA - CONNECTA - DT - PERSONAL - CONTRIBUIDOR INDIVIDUAL

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Posted Oct 20, 2026

Remote · Spain · ask about Worldwide Full Time
Est. $45K – $70K/yr

Overview

This role is for professionals to join Personal Banking teams. You will support clients in key financial decisions, building long-term trust-based relationships and helping them achieve their goals through expert, personalized guidance.

Responsibilities

  • Manage and develop a Personal Banking client portfolio.
  • Understand client needs and anticipate future objectives.
  • Provide tailored solutions in savings, investment, and financial planning.
  • Build lasting trust relationships through specialized advisory services.
  • Combine human closeness with capabilities enabled by innovation, data, and new digital tools.
  • Contribute to business growth and deliver an excellent customer experience.

Requirements

  • University degree or Higher Vocational Training (Formación Profesional de Grado Superior) in related fields.
  • Current MIFID, IDD or LCCI certification.
  • Experience in managing a client portfolio and meeting targets.
  • Interest in financial markets, investing, innovation, and the evolution of the financial services sector.
  • Continuous learning mindset and the ability to adapt to change.
  • Interest in new technologies and the potential of artificial intelligence to enhance customer relationships and improve decision-making.

Preferred Qualifications

  • Strong commercial vocation and commitment to high-quality financial advisory.
  • Ability to build trust and deliver long-term value.

Compensation & Benefits

  • Permanent contract (Contrato indefinido).
  • Ongoing training and high-level financial specialization.
  • Certification and professional development programs.
  • Career plan with real growth opportunities.
  • Internal functional and geographic mobility.
  • Health insurance, pension plan, and exclusive financial benefits.
  • Flexible compensation (Retribución flexible).

Location

Remote channels (work is delivered through technological capabilities of the organization).