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.