# Investment Consultant

**Company**: Deutsche Bank
**Location**: Cuneo
**Work arrangement**: onsite
**Experience**: senior
**Job type**: full-time
**Salary**: 48,661 - 55,000 €
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Cuneo-Filiale/Consulente-Investimenti---Sede-Asti--f-m-x-_R0376405-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_359913c2-541

## Description

We are seeking an Investment Consultant to join our Private Bank team at the Cuneo branch. The successful candidate will be responsible for managing and developing a portfolio of clients, providing personalized investment advice, protection, and banking solutions tailored to their profile and needs.

**Responsibilities**

- Manage and develop assigned portfolios, implementing defined commercial initiatives and ensuring continuity in client relationships.

- Analyze client needs and provide personalized advice on bank products and services.

- Expand the portfolio by acquiring new clients and identifying commercial opportunities in line with market potential and the reference territory.

- Contribute to achieving assigned revenue, economic, and capital targets for the managed portfolio.

- Ensure a high level of service, complying with current regulations and operational and administrative requirements.

**Requirements**

- Experience in financial consulting and managing and developing client portfolios.

- Knowledge of financial markets and investment, financing, and protection products.

- In-depth knowledge of the reference territory, its economic fabric, and local dynamics, functional to identifying commercial opportunities and developing lasting client relationships.

- Ability to understand client needs and provide personalized advice on relevant products.

- Commercial development, results-oriented, and client loyalty mindset.

- Consolidated experience in using Artificial Intelligence tools to improve operational efficiency, optimize workflows, and support business challenge resolution, ensuring responsible and ethical data usage.

**Well-being & Benefits**

We prioritize employee well-being, offering:

- Emotionally and mentally balanced: a supportive work environment focusing on personal development and work-life balance.

- Physically thriving: smart and innovative workspaces, health insurance, welfare programs, and corporate conventions supporting physical health.

- Socially connected: promoting collaboration, inclusion, diversity, equity, and networking opportunities.

- Financially secure: solutions like pension funds, long-term care insurance, meal vouchers, and favorable conditions for our financial products.

## Skills

### Required
- financial consulting
- portfolio management
- investment products
- Artificial Intelligence

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Cuneo-Filiale/Consulente-Investimenti---Sede-Asti--f-m-x-_R0376405-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)