Consulente Investimenti - Filiale Monza (f/m/x)

Deutsche Bank

Monza, Italy
Knowledge of financial markets
Knowledge of investment products
Client relationship management
Ensure the realization of established management policies and the implementation of appropriate commercial initiatives aimed at managing and developing the assigned client portfolio

Job Summary

  • Ensure the realization of established management policies and the implementation of appropriate commercial initiatives aimed at managing and developing the assigned client portfolio.
  • Ensure a high level of service and advice to the assigned clientele, in compliance with current regulations, as well as all necessary operational and administrative fulfillments.
  • We strive for a culture in which we are empowered to excel together every day.

Matching Summary

Ensure the realization of established management policies and the implementation of appropriate commercial initiatives aimed at managing and developing the assigned client portfolio.

Skills & Requirements

Must-have

  • knowledge of financial markets
  • knowledge of investment products
  • client relationship management
  • achieving revenue targets

Nice-to-have

  • strong interpersonal skills
  • commercial orientation
  • understanding client needs
  • dynamism and results orientation
  • versatility and teamwork

Key Requirements

  • consolidated experience in investments
  • knowledge of managed savings
  • knowledge of administered savings
  • knowledge of insurance savings

Work Rights

Not specified

Tailored Resume

Cover Letter