Description
We are seeking a Client Consultant to join our Private Bank team at the La Valletta Brianza branch. The successful candidate will be responsible for managing and developing a portfolio of personal and family clients, providing assistance and advice on their banking, financial, and insurance needs.
Responsibilities
- Manage and develop assigned personal and family clients, implementing commercial initiatives defined for the target market
- Analyse client needs and provide assistance and advice on bank products and services
- Contribute to achieving branch commercial objectives
- Ensure continuity and quality of relationships, integrating in-branch interactions with digital channels
- Ensure high levels of service, complying with regulations and operational requirements
Requirements
- Knowledge of main banking, financial, and insurance products for personal and family clients
- Ability to understand client needs and provide assistance and advice on relevant products
- Commercial orientation, initiative, and ability to build trust-based relationships
- Team collaboration and effective use of digital tools and bank systems
- Experience with Artificial Intelligence tools to improve operational efficiency and support business challenges
Well-being & Benefits
We prioritise employee well-being, offering:
- Emotionally and mentally balanced: a supportive work environment focusing on employee development and work-life balance
- Physically thriving: smart and innovative workspaces, health insurance, welfare programmes, and corporate discounts
- Socially connected: networking opportunities, diversity, equity, and inclusion initiatives
- Financially secure: pension fund, long-term care insurance, meal vouchers, and favourable terms for our financial products
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