Description
We offer a salary range of 50,000 - 65,000€. As an Investment Consultant within our Private Bank division at the Lecco branch, you will manage and develop a portfolio of clients, providing personalized investment advice, protection, and banking solutions tailored to their profile and needs.
Responsibilities:
- Manage and grow your assigned portfolio, implementing defined commercial initiatives and ensuring continuity in client relationships.
- Analyze client needs and provide personalized advice on bank products and services.
- Expand your portfolio by acquiring new clients and identifying commercial opportunities in line with market potential and your reference territory.
- Contribute to achieving revenue, economic, and capital targets assigned to your managed portfolio.
- Ensure a high level of service, complying with current regulations and operational and administrative requirements.
Required Skills:
- Experience in financial consulting and managing and developing client portfolios.
- Knowledge of financial markets and investment, financing, and protection products.
- In-depth knowledge of your reference territory, its economic fabric, and local dynamics, enabling you to identify commercial opportunities and build lasting client relationships.
- Ability to understand client needs and provide personalized advice on relevant products.
- Commercial development, results-oriented, and client loyalty mindset.
- Proven experience using Artificial Intelligence tools to enhance operational efficiency, optimize workflows, and solve business challenges while 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 program, insurance coverage, and corporate welfare.
- Socially connected: we promote collaboration, inclusion, diversity, equity, and networking opportunities.
- Financially secure: we provide solutions like a Supplementary Pension Fund, Long-Term Care policy, meal vouchers, and favorable terms for our financial products.