Personal Financial Planning Business Partner

1 week ago

Bucharest, Bucureşti, Romania Raiffeisen Bank Romania Full time 40,000 - 80,000 per year

Responsabilitati
:


• Contribuie la definirea, comunicarea si implementarea strategiei de atragere a activelor financiare personale (PFA) totale ale clienților persoane fizice;


• Colaboreaza cu departamentele transversale relevante: departamente relevante din Divizia Retail, ALM Trezorerie, Controlling, Cercetare, Marketing etc, in vederea construirii strategiei de crestere a activelor clientilor persoane fizice si a implementarii initiativelor identificate;


• Monitorizeaza performanța strategiei și o ajusteaza în funcție de evoluțiile pieței și nevoile clienților;


• Dezvolta, impreuna cu alte departamente relevante din banca rapoarte si analize periodice privind evolutia activelor financiare personale ale clientilor retail ai bancii, per diferitele segmente de clientela;


• Efectueaza analize ale rapoartelor privind evolutia PFA, cu implicare activa in identificarea evolutiilor si trendurilor, factorilor de influenta, pe baza carora face sinteze si recomandari pentru optimizarea/ maximizarea indicatorilor urmariti;


• Formuleaza propuneri de pricing catre comitetele de aprobare (eg: ALCO) care sa conduca la cresterea volumelor de PFA (de la diferitele segmente de clienti, luand in considerare inclusiv intelegerea comportamentului clientilor) si astfel sa atinga tintele de profitabilitate;


• Este la curent cu trend-urile din piata, propune dezvoltarea de produse si servicii care sa maximizeze cresterea de PFA si implementarea strategiei;


• Analizeazaevoluțiile economice pentru a identifica oportunități de creștere a activelor clienților;


• Sprijina dezvoltarea si implementarea produselor sau serviciilor propuse sau identificate, din sfera planificarii financiare personale;


• Furnizeaza date pentru rapoartele/ analize efectuate la nivel de grup RBI sau de catre consultanti externi, verificand corectitudinea si coerenta acestora;


• Colaboreaza in mod activ cu reprezentanti la nivel de grup RBI pe orice subiecte relevante PFA;


• Studiaza noi aplicatii/ tehnologii in scopul adoptarii acestora in masura in care eficientizeaza activitatea sau oferabeneficii suplimentare;

Cunostinte/Competente necesare
:


• Cunostinte PC – nivel avansat (Microsoft Office- Excel, MS Access, Power Point);


• Limba engleza – nivel avansat;


• Cunostinte avansate despre caracteristicile si specificatiile tehnice ale produselor si serviciilor financiare si asigurari;


• Abilitati manageriale;


• Cunostinte de analiza financiara si raportare;


• Cunostinte despre piata aferenta segmentului professional;


• Cunostinte despre sistemele si aplicatiile bancare;


• Cunostinte despre piata, competitie, segmentare clienti, cota de piata, potential de dezvoltare, clienti tinta


• Capacitatea de a corela informatii din diverse zone si de a le prezenta intr-o forma concisa si relevanta, pentru a putea sta la baza luarii deciziilor;


• Capacitatea de a face transfer de cunostinte si competente catre colegii juniori

Cunostinte/Competente necesare pentru indeplinirea jobului
:


• Minim 7-10 ani in domeniul bancar si min 2-3 ani in pozitii de management/ coordonare echipe;

  • Financial Planning

    6 days ago

    Bucharest, Bucureşti, Romania AECOM Full time €40,000 - €80,000 per year

    Company Description Work with Us. Change the World.At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's...

  • Financial Planning

    1 week ago

    Bucharest, Bucureşti, Romania Orange Full time 30,000 - 60,000 per year

    How would you like to work inIT & Communication, toying with cutting edge technologies and enjoying your life? Come closer to .What We're Looking ForControlling, Financial Planning & Analysis team in Orange is a dynamic team acting in the world of Finance while being a valuable partner for business. We are looking for a talented Financial Planning & Analysis...

  • Financial Planning

    6 days ago

    Bucharest, Bucureşti, Romania AECOM Full time €40,000 - €80,000 per year

    Company DescriptionWork with Us. Change the World.At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the worldâs...

  • Financial Planning

    1 week ago

    Bucharest, Bucureşti, Romania AECOM Full time 40,000 - 80,000 per year

    Company Description Work with Us. Change the World.At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's...

  • Financial Planning

    1 week ago

    Bucharest, Bucureşti, Romania Orange Full time 60,000 - 80,000 per year

    Locul de muncă: BucharestHave you been giving a thought to your professional growth, lately? How would you like to continue to experience #LifeAtOrange, while developing new skills and performing on that new job that's on your mind?What we're looking forControlling, Financial Planning & Analysis team in Orange is a dynamic team acting in the world of...

  • Financial Controller Business Partner

    1 week ago

    Bucharest, Bucureşti, Romania Orange Full time €60,000 - €80,000 per year

    Locul de muncă: BucharestHave you been giving a thought to your professional growth, lately? How would you like to continue to experience #LifeAtOrange, while developing new skills and performing on that new job that's on your mind?What we're looking forControlling, Financial Planning & Analysis team in Orange is a dynamic team acting in the world of...

  • Business Planning

    10 hours ago

    Bucharest, Bucureşti, Romania Edenred Full time

    Take a step forward and let Edenred surprise you.Every day, we deliver innovative solutions to improve the life of millions of people, connecting employees, companies, and merchants all around the world.We know there are hundred ways for you to grow. With us, you will expand your skills in a multicultural, challenging, and dynamic environment.Dare to join...

  • Business Planning

    10 hours ago

    Bucharest, Bucureşti, Romania Edenred Full time 40,000 - 60,000 per year

    Take a step forward and let Edenred surprise you.Every day, we deliver innovative solutions to improve the life of millions of people, connecting employees, companies, and merchants all around the world. We know there are hundred ways for you to grow. With us, you will expand your skills in a multicultural, challenging, and dynamic environment. Dare to...

  • Finance Business Partner

    2 days ago

    Bucharest, Bucureşti, Romania MEGA IMAGE - Ahold Delhaize Group Full time €40,000 - €80,000 per year

    We are looking for aFinance Business Partner (Commercial)to act as a trusted advisor for our Commercial department, driving performance through financial analysis and planning, financial steering, and cross-functional collaboration.Key ResponsibilitiesStrategic Business PartneringCollaborate with Commercial teams to align financial plans with business...

  • Business Planning Manager

    1 week ago

    Bucharest, Bucureşti, Romania coverletter Full time €80,000 - €120,000 per year

    Location: Bucharest, hybrid work Contract: determined, 3 months, possible extension, CIM or B2BJob SummaryOur Networking organization builds intelligent spaces and digital workspaces, delivering next-generation network access solutions for the mobile enterprise. We focus on campus, branch, mobility and IoT solutions to help customers modernize networks...