Gestore Affluent - Catania
Core
Manage and develop a portfolio of Affluent/Superior clients by providing personalized financial advice, investment strategies, and risk mitigation.
Role type
Senior IC Wealth Manager (Affluent segment)
Builds
Client relationships and financial portfolios
Domain
Banking / Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial market dynamics, investment instruments, pension planning, insurance products, financial planning, balance sheet analysis, data analysis tools, networking
Preferred skills
Territory knowledge, proactive acquisition, regulatory updates
Technologies
Internal AI assistant, advanced financial software
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 retention; analyze market trends; expand professional network.
Seniority
Mid-Senior, hands-on IC