Description
We are seeking a Client Consultant to join our Private Bank team at the Monza branch.
The successful candidate will be responsible for managing and developing a portfolio of private and family clients, providing assistance and advice on their banking, financial, and insurance needs.
Responsibilities
- Manage and develop assigned private 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 the bank's digital channels.
- Ensure high levels of service, complying with regulatory requirements and operational and administrative obligations.
Competencies
- Knowledge of main banking, financial, and insurance products for private 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 improve operational efficiency, optimise workflows, and support business challenges.
Well-being & Benefits
We prioritise employee well-being, offering a supportive work environment that balances work and personal life.
Our benefits include:
- Emotionally and mentally balanced: Personal Support Line and a focus on employee development and uniqueness.
- Physically thriving: Smart and innovative workspace, healthcare programme, insurance coverage, and wellness initiatives.
- Socially connected: Webinars, networking opportunities, and diversity, equity, and inclusion initiatives.
- Financially secure: Pension fund, Long Term Care policy, meal vouchers, and favourable terms for our financial products.
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