Consulente Investimenti - Filiale di Torino (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 for individuals and families
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Financial advisory, portfolio management, market knowledge, local market expertise, commercial acquisition, AI tool utilization
Preferred skills
None stated
Technologies
AI tools for workflow optimization
Responsibilities
Manage and develop assigned client portfolio, analyze client needs for personalized product advice, acquire new clients, contribute to financial and asset goals, ensure regulatory compliance
Seniority
Mid-level IC
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