Gestore Affluent - Caserta
Core
Manage and develop a portfolio of Affluent/Superior clients by providing comprehensive financial planning, investment strategies, and risk mitigation.
Role type
Senior Affluent Relationship Manager
Builds
Personalized financial solutions and long-term client relationships
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment strategy, risk management, credit analysis, regulatory compliance, client acquisition, retention strategies, market trend analysis, networking
Preferred skills
AI tool utilization, advanced data analysis software, local market knowledge
Responsibilities
Develop and manage the client portfolio; serve as the primary reference for investments, pensions, and protection products; verify client needs for credit and financial planning; develop effective investment strategies; identify and mitigate investment risks; contribute to economic targets and client acquisition; analyze market trends; expand professional network.
Seniority
Mid-Senior, hands-on IC