Family Banker (Consulente Finanziario)

JR Italy; Novara; In loco; EUR 30.000 - 60.000; Tempo pieno

Descrizione del lavoro

An established industry player seeks a Family Banker to join their dynamic team in Novara. This role involves managing client relationships and providing tailored financial solutions. The ideal candidate will possess strong relational skills and a goal-oriented mindset, thriving in a stimulating environment that promotes continuous training and teamwork. Join a leading institution dedicated to supporting families and enhancing financial well-being across Italy. If you're ready to make a significant impact in the financial sector, this opportunity is perfect for you.

Competenze

• Experience in managing clients with significant assets.
• Strong relational skills and empathy towards clients.

Mansioni

• Identify client needs regarding savings, investments, and insurance.
• Work in a team environment promoting training and mentorship.

Conoscenze

Client Management

Empathy

Relational Skills

Knowledge of Banking Products

Goal-Oriented Mindset

Descrizione del lavoro

Family Banker (Consulente Finanziario), Novara

Banca Mediolanum

Location: Novara, Italy

About the Company

"Una banca al servizio delle famiglie" is the promise that Banca Mediolanum successfully keeps over time, making it a leading institution in Europe with high solidity indices and financial indicators reflecting ongoing growth and development.

Candidate Profile

You are the ideal candidate if you possess:

• Experience in client management, including with significant assets;
• Empathy and strong relational skills;
• Ability to identify client needs regarding savings, investments, and insurance solutions;
• Knowledge of a comprehensive range of banking products and services;
• Interest in working with an entrepreneurial approach, supported by a team environment across Italy that promotes teamwork, training, mentorship, and dialogue;
• Goal-oriented mindset to achieve personal milestones aligned with your economic and role expectations;
• Autonomous work attitude;
• Continuous training through our Corporate University;
• Personalized onboarding plan;
• Stimulating and dynamic work environment;

Additional Information

We will assess together if you already meet the professionalism requirements for registration with the Financial Advisors Register. If not, we will assist you in preparing for the evaluative test.

Work Location: Italy

Group Mediolanum is committed to ensuring equal treatment for all candidates in accordance with Diversity and Inclusion principles.

Data collected will be processed in full compliance with Regulation (EU) 2016/679 (GDPR) and subsequent amendments and integrations.

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