Family Banker (Consulente Finanziario)

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

Descrizione del lavoro

An established industry player seeks a Family Banker to enhance client relationships and provide tailored financial solutions. This role emphasizes empathy and relational skills, allowing you to thrive in a dynamic environment. You will work autonomously while benefiting from a supportive team culture that fosters continuous training and personal growth. If you are goal-oriented and passionate about finance, this opportunity offers a stimulating career path with a focus on client satisfaction and professional development.

Competenze

• Experience in managing significant client portfolios.
• Strong interpersonal skills and ability to work autonomously.

Mansioni

• Identify client needs for savings, investments, and insurance.
• Provide personalized onboarding and continuous training.

Conoscenze

Client Management

Empathy

Relational Skills

Identifying Client Needs

Knowledge of Banking Products

Goal-oriented Mindset

Autonomous Work Attitude

Descrizione del lavoro

Family Banker (Consulente Finanziario), Cuneo

Banca Mediolanum

Location: Cuneo, Italy

About the Company

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

Candidate Profile

Ideal candidates possess:

• Experience in client management, including handling significant patrimonies;
• Empathy and strong relational skills;
• Ability to identify client needs regarding savings, investments, and insurance solutions;
• Knowledge of comprehensive banking products and services;
• Interest in working with an entrepreneurial approach supported by a team environment across Italy, fostering teamwork, training, mentoring, and discussion;
• Goal-oriented mindset aiming to achieve personal milestones aligned with financial 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 whether you already meet the professional requirements for registration with the Financial Advisors Register. If not, we will guide you through the preparation process for the evaluation test.

Work location: Italy

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

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

You can view Banca Mediolanum SPA's privacy policy by accessing the following link.