Description
We are seeking a Client Consultant to join our Private Bank team at the Genova branch.
As a Client Consultant, you will be responsible for managing and developing a portfolio of private and family clients, providing them with personalized banking, financial, and insurance services.
Responsibilities
- Manage and develop assigned private and family clients, implementing commercial initiatives defined for the target market.
- Analyze clients' needs and provide assistance and advice on bank products and services.
- Contribute to achieving the branch's commercial objectives.
- Ensure continuity and quality of relationships, integrating in-branch interactions with the bank's digital channels.
- Ensure a high level of service, complying with relevant regulations and operational and administrative requirements.
Requirements
- Knowledge of main banking, financial, and insurance products for private and family clients.
- Ability to understand clients' needs and provide assistance and advice on products within your expertise.
- Commercial orientation, initiative, and ability to develop trusting relationships.
- Ability to collaborate in a team and effectively use digital tools and bank systems.
- Experience with Artificial Intelligence tools to improve operational efficiency, optimize workflows, and support business challenges.
- Membership of protected categories under Article 1 of Law 68/1999.
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, healthcare programs, insurance coverage, and wellness initiatives.
- Socially connected: opportunities for networking, diversity, equity, and inclusion.
- Financially secure: pension plans, long-term care insurance, meal vouchers, and favorable terms for our financial products.