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Caja Rural Private Bank Granada obtains AENOR Certification for Personal Wealth Advice

03/07/2019

  • It is the only rural bank in Spain to hold this certification, which guarantees customers that they will benefit from the best professional standards available in the market.

3 July 2019. The Director of AENOR for Andalusia, Antonio Pérez Carreño, has awarded the Chief Executive Office of Caja Rural Granada, Jerónimo Luque Frías, with the certification for Personal Wealth Advice for the management of Private Banking portfolios. Caja Rural Granada is the first credit cooperative to obtain this quality certification, granted to four more entities in Spain.

This certification takes as a reference the standard UNE-ISO 22222, adapted to the specifications that AENOR considers necessary in order to guarantee the requirements for ethical behaviour, skills and experience of managers in financial advisory positions at banking institutions, as well as to improve the transparency and efficiency of the personal financial planning process. It also gives customers the confidence of knowing that they will benefit from the best standards in the market.

The Private Banking service of Caja Rural Granada, with 15 years of experience in the market, has focused on the customer. "Asking, listening and checking the customer's level of satisfaction is one of our priorities," says Private Banking Manager, Juan José Espínola.

Espínola adds that the service received by Private Banking customers at the Caja Rural Granada is of the highest quality. For this reason, they will consolidate the proximity that characterises the company, as well as the high frequency of visits, which are the basis of the manager-customer relationship. He highlights that for managers the most important thing is to establish a long-term relationship with customers, accompanying them in their daily financial, equity and fiscal life over the years.

This certification increases the quality of service levels for consumers, enabling them to identify those financial institutions that possess the appropriate knowledge, skills, responsible and ethical behaviour, and the experience to offer the desired level of service, as well as best practices in financial planning.

The UNE-ISO 22222 seal awarded by AENOR to Caja Rural Granada is in addition to the certification it obtained at the end of last year for international business, concession and processing of mortgage loans and energy management of the company's central services, which reflects its commitment to offering the highest quality standards and commitment to preserving the environment.