Consulente Investimenti – Asso (f/m/x)
Core
Manage and develop a client portfolio, providing personalized investment, protection, and banking solutions tailored to client profiles and needs.
Role type
Investment Consultant (Private Banking)
Builds
Client portfolios and banking solutions
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Financial consulting, portfolio management, market knowledge, local market expertise, commercial orientation, AI tool utilization
Preferred skills
None stated
Technologies
Artificial Intelligence tools
Responsibilities
Manage and develop assigned client portfolio, analyze client needs and provide personalized product/service advice, acquire new clients and identify commercial opportunities, contribute to portfolio financial and economic targets, ensure high service levels complying with regulations.
Seniority
Mid-level professional