Gestore Affluent - Caserta

Banca Sella

Caserta, Italy
Not specified; performance bonus + welfare include...
Hybrid
3-5 years client management experience
Portfolio management for 100k-500k eur segment
Knowledge of investment products and funds
The role involves developing and managing a portfolio of affluent clients while providing comprehensive financial planning and investment strategies

Job Summary

  • The role involves developing and managing a portfolio of affluent clients while providing comprehensive financial planning and investment strategies.
  • Candidates are expected to utilize advanced technology to offer personalized solutions while maintaining strong human connections and active presence.
  • The company offers a hybrid work model with up to 8 days of smart working monthly, along with comprehensive health and wellness benefits.

Matching Summary

The role involves developing and managing a portfolio of affluent clients while providing comprehensive financial planning and investment strategies.

Salary

Not specified; Performance bonus and welfare included; Pension fund contribution provided

Skills & Requirements

Must-have

  • 3-5 years client management experience
  • Portfolio management for 100k-500k EUR segment
  • Knowledge of investment products and funds
  • Expertise in credit, mortgage, and insurance products
  • Strong networking and relationship building skills

Nice-to-have

  • Proactive approach to new client acquisition
  • Problem-solving and flexibility in changing markets
  • Ability to use advanced data analysis tools
  • Intrapreneurial mindset with goal orientation

Key Requirements

  • 3-5 years experience in similar client management roles
  • Experience managing portfolios between 100,000 - 500,000 EUR
  • Availability to work in Vicenza province or neighboring areas

Work Rights

Not specified

Tailored Resume

Cover Letter