Private Banker

Banca Ifis Group; Lombardia; Ibrido; EUR 59.000 - 72.000; Tempo pieno

Vantaggi offerti da questo lavoro

Annual incentive

Health policy

Pensione integrativa

Concessioni mutuo

Buoni pasto

Laptop e smartphone

Descrizione del lavoro

Banca Ifis, attraverso Fürstenberg SIM, cerca Wealth/Relationship Manager per gestire e sviluppare portafoglio clienti in un contesto ibrido a Milano/Venezia. Ruolo orientato a consulenza patrimoniale di alto livello e creazione di valore per clienti privati e professionisti.

Assunzione con contratto a tempo indeterminato, retribuzione lorda iniziale a partire da 65.000 €, con sistema incentivi annuali, assicurazione sanitaria e piano pensionistico complementare.

Competenze

• Esperienza bancaria pregressa in ruoli di wealth/relationship management.
• Portafoglio clienti attivo desiderato (minimo 20M).
• Forte orientation verso la qualità della gestione patrimoniale.
• Ambizione di crescita economica e professionale.

Mansioni

• Gestione e sviluppo del portafoglio clienti.
• Consulenza patrimoniale avanzata e su misura.
• Sviluppo di nuove relazioni ad alto valore.
• Contributo attivo alla crescita qualitativa del modello Fürstenberg.

Conoscenze

Esperienza bancaria 3-5 anni

Portafoglio clienti

Orientamento alla qualità

Crescita professionale

Descrizione del lavoro

Questa posizione è in Banca Ifis

Il processo di selezione sarà interamente gestito Banca Ifis.

--

Fürstenberg SIM is the company responsible for the Wealth Management of the Ifis Group, part of an advanced wealth management project, where professionals aspiring to operate with high-quality standards will be able to contribute to value creation by leveraging synergies between the private and professional spheres of the Italian entrepreneur. Our approach is distinguished by:

• focus on advanced and personalized wealth management;
• use of advanced tools and open architecture;
• strong integration between Group expertise and synergies.

We are looking for Wealth / Relationship Managers eager to work with a model oriented towards the quality of advice and the development of their portfolio, within a high-potential context that concretely rewards generated revenues and synergies with the Group's Corporate and Investment Banking and Private Capital businesses. You will join an experienced team, oriented towards growth, service quality, and the enhancement of individual talent. In particular, you will be responsible for:

• Management and development of the client portfolio;
• Advanced and personalized wealth advisory;
• Development of new high-value relationships;
• Active contribution to the qualitative growth of the Fürstenberg model.

You will have the opportunity to increase the value of your portfolio thanks to:

• Group synergies;
• Direct access to management expertise;
• Expansion of the advisory offering;
• A favorable environment for the real growth of assets and revenues.

You are the person we are looking for if you possess the following requirements:

• Bankers strongly motivated to build innovative private banker models;
• Previous experience in the role of 3-5 years;
• Active client portfolio (preferably a minimum of 20M);
• Strong orientation towards the quality of client wealth management;
• Ambition for economic and professional growth.

Your employment in the company is planned with an open-ended contract and the application of the National Collective Labor Agreement for Commerce. For this position, an annual gross salary starting from €65,000 is foreseen, determined based on objective and gender-neutral criteria, such as your experience and skills. Also included are:

• Annual Incentive System;
• Insurance package including health policy;
• Company contribution to Complementary Pension;
• Concessions on mortgages and banking products;
• Restaurant Tickets;
• Company laptop and smartphone.

Work location: Milan/Venice Work modality: Hybrid

--