Consulenti finanziari

San Paolo Invest Private Banking; Firenze; In loco; EUR 50.000 - 70.000; Tempo pieno

Descrizione del lavoro

A leading company in private banking seeks a mid-senior level financial planner to deliver personalized investment solutions. The successful candidate will support clients in their financial planning and cultivate relationships with investment professionals, ensuring accuracy in their financial plans.

Competenze

• 5+ years of industry experience in finance.
• Strong understanding of the investment business.
• Excellent interpersonal skills crucial for client relations.

Mansioni

• Provide financial planning support to clients.
• Prepare and verify the accuracy of financial plans.
• Support investment professionals in cultivating client relationships.

Conoscenze

Interpersonal skills

Understanding of investment business

Formazione

Bachelor's degree in Finance or related field

Descrizione del lavoro

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills

Seniority level

Mid-Senior level

Employment type

Other

Job function

Finance and Sales

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