Consulente Investimenti, Filiale di Casatenovo (f/m/x)
On-site · Italy
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 Bank)
Builds
Client portfolios and banking solutions
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Financial advisory, 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, expand portfolio through new client acquisition, contribute to financial and asset goals, ensure high service level complying with regulations.
Seniority
Mid-level professional