Description
We are seeking an experienced Private Banker to join our team at Deutsche Bank's Rome branch.
The successful candidate will be responsible for managing and developing a portfolio of family clients, providing investment, banking, and insurance products.
Responsibilities
- Manage and grow assigned family client relationships, implementing commercial initiatives defined for the target market.
- Analyse client needs and provide assistance and advice on investment products offered by the bank.
- Contribute to achieving branch commercial objectives.
- Ensure continuity and quality of relationships, integrating in-branch interactions with the bank's digital channels.
- Provide high-level service, adhering to regulatory requirements and operational and administrative obligations.
Requirements
- Knowledge of main banking, financial, and insurance products for personal and family clients.
- At least 2 years of experience in managing investment portfolios.
- Commercial orientation, initiative, and ability to develop trusting relationships.
- Ability to collaborate in teams and effectively utilise digital tools and bank systems.
- Experience with Artificial Intelligence tools to improve operational efficiency, optimise workflows, and support business challenges.
Well-being & Benefits
We prioritise employee well-being, offering:
- Emotionally and mentally balanced: a supportive work environment focusing on personal development and work-life balance.
- Physically thriving: smart and innovative workspace, healthcare programme, insurance coverage, and wellness initiatives.
- Socially connected: opportunities for networking, diversity, equity, and inclusion.
- Financially secure: pension fund, long-term care insurance, meal vouchers, and favourable terms for our financial products.
About Deutsche Bank
Deutsche Bank is a leading German bank with a strong European presence and significant operations in the Americas and Asia Pacific. Italy represents its largest European market after Germany.