GESTORE AFFLUENT
Core
Managing and developing an affluent client portfolio by offering personalized financial, insurance, and investment advice.
Role type
Senior IC wealth management advisor
Builds
Personalized financial solutions for high-net-worth individuals
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial product knowledge, market analysis, client relationship management, sales orientation, investment monitoring
Preferred skills
Prior experience as Affluent Manager or Private Banker
Responsibilities
Managing and retaining affluent clients, analyzing financial needs, providing banking/insurance/investment consulting, commercial development, monitoring investments
Seniority
Senior, hands-on IC