# Investment Consultant

**Company**: Deutsche Bank
**Location**: Saronno
**Work arrangement**: onsite
**Experience**: senior
**Job type**: full-time
**Salary**: 48.661 - 60.000€
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Saronno-Sportello/Consulente-Investimenti---Saronno--f-m-x-_R0445351?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_7181bc88-3bb

## Description

We are seeking an Investment Consultant to join our Private Bank team at the Saronno branch. The successful candidate will be responsible for 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 in line with market potential and 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 client portfolio management.

- Knowledge of financial markets and investment, financing, and protection products.

- Familiarity with the reference territory, local economy, and 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-focused mindset.

- Proven experience with Artificial Intelligence tools to improve operational efficiency, optimize workflows, and address business challenges responsibly and ethically.

**Well-being & Benefits** We prioritize employee well-being, offering a supportive work environment that balances work and private life. Our benefits include:

- Emotionally and mentally balanced: Personal Support Line and a focus on individual development.

- Physically thriving: Smart and innovative workspace, healthcare program, insurance coverage, and wellness initiatives.

- Socially connected: Networking opportunities, diversity, equity, and inclusion events.

- Financially secure: Pension fund, Long Term Care policy, meal vouchers, and favorable terms for our financial products.

## Skills

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

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Saronno-Sportello/Consulente-Investimenti---Saronno--f-m-x-_R0445351?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)