About this role
Gestor/a Ahorro Madrid at SANTA LUCIA, S.A.. Location: Madrid, Community of Madrid, Spain. Role: capturing clients, managing portfolios, advising clients Requirements: 5+ years selling and managing savings/investment products for high-value clients, university degree preferred, CAF or EFPA certification (MiFID II/CNMV compliance), advanced Microsoft Office and CRM skills, strong communication and analytical ability. Category: Sales Seniority: Senior Level Tools: Microsoft Office, CRM Certifications: caf, efpa Commitment: Full Time Workplace: Onsite Languages: Spanish