# Investment Consultant

**Company**: Deutsche Bank
**Location**: Bologna
**Work arrangement**: onsite
**Job type**: full-time
**Salary**: 48.545 - 65.000 €
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Bologna-Filiale-1/Consulente-Investimenti---Filiale-di-Bologna_R0442557-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_49099496-71a

## Description

We are seeking an Investment Consultant to join our Private Bank team at our Bologna branch.

The role involves 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 aligned with market potential and the reference territory.

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

- Ensure high-quality service, adhering to 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 to identify commercial opportunities and build lasting client relationships.

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

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

- Proven experience with Artificial Intelligence tools to enhance 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 growth and work-life balance.

- Physically thriving: smart and innovative workspaces, health insurance, welfare programs, and company discounts for prevention and care.

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

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

## Skills

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

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Bologna-Filiale-1/Consulente-Investimenti---Filiale-di-Bologna_R0442557-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)