# Investment Consultant

**Company**: Deutsche Bank
**Location**: Casatenovo
**Work arrangement**: onsite
**Experience**: senior
**Job type**: full-time
**Salary**: 50,000 - 65,000€
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Casatenovo-Filiale/Consulente-Investimenti--Filiale-di-Casatenovo--f-m-x-_R0456239?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_5289ad16-00f

## Description

We are seeking an Investment Consultant to join our Private Bank team at the Casatenovo branch. The successful candidate will be responsible for managing and developing a portfolio of clients, providing personalized investment advice, and offering banking solutions tailored to their 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 high-quality service, adhering to 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, enabling the identification of commercial opportunities and development of lasting client relationships.

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

- Commercial development orientation, result-driven, and client loyalty-focused.

- Proven experience with Artificial Intelligence tools to enhance operational efficiency, optimize workflows, and support business challenge resolution, ensuring responsible and ethical data usage.

Benefits:

- Emotionally and mentally balanced: we prioritize employee development, respect individuality, and encourage work-life balance.

- Physically thriving: we offer a smart and innovative work environment, healthcare programs, insurance coverage, and corporate welfare.

- Socially connected: we foster collaboration, inclusion, and diversity through webinars and networking opportunities.

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

## Skills

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

---

Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Casatenovo-Filiale/Consulente-Investimenti--Filiale-di-Casatenovo--f-m-x-_R0456239?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)