Description
We are seeking a Client Consultant to join our Private Bank team at the Trezzo branch. The successful candidate will be responsible for managing and developing a portfolio of personal and family clients, providing them with tailored banking, financial, and insurance solutions.
Responsibilities
- Manage and develop assigned personal and family clients, implementing commercial initiatives defined for the target market
- Analyse client needs and provide assistance and advice on bank products and services
- Contribute to achieving branch commercial objectives
- Ensure continuity and quality of relationships, integrating in-branch interactions with digital channels
- Provide high-level service, adhering to regulatory requirements and operational and administrative obligations
Requirements
- Knowledge of main banking, financial, and insurance products for personal and family clients
- Ability to understand client needs and provide assistance and advice on relevant products
- Commercial orientation, initiative, and ability to build trust-based relationships
- Team collaboration and effective use of digital tools and bank systems
- Experience with Artificial Intelligence tools to enhance operational efficiency, optimise workflows, and support business challenges
Well-being & Benefits
At Deutsche Bank, we prioritise employee well-being and offer various benefits, including:
- Emotionally and mentally balanced: supportive work environment, work-life balance, and Personal Support Line
- Physically thriving: smart and innovative workspace, healthcare programme, insurance coverage, and wellness initiatives
- Socially connected: diversity, equity, and inclusion initiatives, networking opportunities, and community engagement
- Financially secure: pension fund, long-term care insurance, meal vouchers, and favourable terms for our financial products