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.