Consulente Clientela – Filiale di Trieste (f/m/x)
Core
Manage and develop assigned personal and family clients, providing assistance and consulting on banking, financial, and insurance needs.
Role type
Client Consultant (Private Banking)
Builds
Banking and wealth management services for individuals and families
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Knowledge of banking/financial/insurance products, client needs analysis, commercial orientation, relationship building, digital tools proficiency, AI tools usage
Preferred skills
Experience with AI tools for operational efficiency
Responsibilities
Manage and develop assigned personal and family clients, analyze client needs and provide product consulting, contribute to branch commercial targets, ensure service continuity integrating digital channels, maintain high service levels complying with regulations