Family Banker (Consulente Finanziario)

JR Italy; Trieste/Trst; In loco; EUR 30.000 - 60.000; Tempo pieno

Descrizione del lavoro

An established industry player is seeking a Family Banker to join their dynamic team in Trieste. This role offers the chance to manage client relationships, providing tailored financial solutions while working in a supportive environment that fosters growth and collaboration. Ideal candidates will possess strong interpersonal skills and a goal-oriented mindset, ready to thrive in a stimulating workplace. With continuous training and a personalized onboarding plan, this is an excellent opportunity for those looking to advance in the banking and finance sector.

Competenze

• Experience in banking, finance, or insurance is essential.
• Strong interpersonal skills and empathy are crucial.

Mansioni

• Manage client relationships and significant assets.
• Identify client needs for savings and investment solutions.

Conoscenze

Client Management

Interpersonal Skills

Financial Knowledge

Goal-oriented Mindset

Autonomous Work Attitude

Descrizione del lavoro

Family Banker (Consulente Finanziario), Trieste

Banca Mediolanum

Location: Trieste, Italy

About the Company

"Una banca al servizio delle famiglie" is the promise that Banca Mediolanum has successfully maintained over time. Today, it is a leading institution in Europe, characterized by high solidity indices and financial indicators reflecting continuous growth and development.

Candidate Profile

If you already have successful experience in banking, finance, or insurance and wish to enhance your skills and personal qualities, you have the opportunity to become a Family Banker.

Ideal Candidate Qualifications

1. Experience in client management, including managing significant assets;
2. Empathy and strong interpersonal skills;
3. Ability to identify client needs regarding savings, investments, and insurance solutions;
4. Knowledge of the full range of banking products and services;
5. Interest in working with an entrepreneurial approach, supported by a team environment across Italy that promotes teamwork, training, mentorship, and discussion;
6. A goal-oriented mindset aimed at achieving personal milestones aligned with economic and role expectations;
7. Autonomous work attitude;
8. Continuous training through our Corporate University;
9. Personalized onboarding plan;
10. Stimulating and dynamic work environment;

Additional Information

We will assess together if 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

Equal Opportunity Statement

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

Data Privacy

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

Additional Info

You can view Banca Mediolanum SPA’s privacy notice by accessing the following link.