Gestore Affluent
Core
Assist the branch manager in commercial development, business goal achievement, and service quality for retail, affluent, and SME clients within a cooperative credit institution.
Role type
Senior relationship manager (affluent/retail)
Builds
Banking, financial, and insurance products and services
Domain
Banking / Cooperative Credit
Deliverable
product features
Required skills
client relationship management, sales and business development, financial product knowledge, regulatory compliance, territory knowledge
Preferred skills
leadership, organization, result orientation, economic/financial degree
Responsibilities
Develop and consolidate relationships with private clients, professionals, and local businesses; Provide consulting and sell banking, financial, and insurance products to grow the portfolio; Ensure compliance with internal and external regulations and operational procedures; Promote commercial initiatives aligned with bank strategy.