Description
We are seeking a Junior Private Banker to join our team in Pisa. As a Junior Private Banker, you will initially work alongside an experienced banker to develop the necessary skills to manage your own portfolio of clients, providing a service tailored to their needs.
Responsibilities:
- Assist and support the Private Banker in managing relationships with clients in the reference channel.
- Ensure administrative management of clients, following the guidelines provided by the relevant department.
- Manage a assigned portfolio of clients directly after a suitable period of accompaniment and acquiring adequate skills.
- Handle client relationships with autonomy and authority in ordinary and extraordinary operations.
- Manage and update all relevant information related to client relationships reliably, punctually, and efficiently.
Requirements:
- Degree in Economics or Law.
- Excellent knowledge of main Office package tools.
- Good written and spoken English skills.
- Ability to interact autonomously with clients.
- Previous experience in the Private Banking sector in Middle Office, Staff, or Business Support structures.
- Consolidated experience in using Artificial Intelligence tools to improve operational efficiency, optimize workflows, and support business challenges, ensuring responsible and ethical use of data and generated outputs.
Well-being & Benefits: We prioritize employee well-being and offer various benefits, including:
- Emotionally and mentally balanced work environment.
- Physically thriving initiatives, such as smart and innovative workspaces, healthcare programs, insurance coverage, and corporate welfare.
- Socially connected culture through webinars, networking opportunities, diversity, equity, and inclusion initiatives.
- Financially secure solutions, including pension funds, long-term care insurance, meal vouchers, and favorable conditions for our financial products.
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