Description
We are seeking a Client Consultant to join our Private Bank team at the Trieste branch.
The successful candidate will be responsible for managing and developing a portfolio of private and family clients, providing them with tailored banking, financial and insurance solutions.
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 digital channels
- Provide high-quality service, adhering to regulatory requirements and operational and administrative obligations
Requirements
- 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 fosters growth and balance.
Our benefits include:
- Emotionally and mentally balanced: Personal Support Line and resources
- Physically thriving: smart workspace, health insurance, welfare and corporate discounts
- Socially connected: diversity, equity and inclusion initiatives, networking opportunities
- Financially secure: pension fund, long-term care insurance, meal vouchers and favourable financial product terms