Private Banker

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

Vantaggi offerti da questo lavoro

Incentivi annuali

Assicurazione sanitaria

Contributo a pensione integrativa

Concessioni mutui e prodotti bancari

Buoni pasto

Laptop e smartphone aziendali

Descrizione del lavoro

Fürstenberg SIM cerca Wealth/Relationship Manager per gestire e ampliare un portafoglio clienti nel settore della Wealth Management all’interno del gruppo Ifis, con modelli di private banking avanzati e sinergie fra aree. Verrà lavorato in un contesto di elevata qualità di consulenza e crescita professionale.

La posizione prevede inquadramento a tempo indeterminato, sede Milano/Venezia con modalità ibrida. Compenso lordo annuo a partire da €65.000, con premi, benefit e pacchetto assicurativo.

Competenze

• 3–5 anni di esperienza nel ruolo di wealth/relationship manager.
• Portafoglio clienti attivo (preferibilmente minimo 20 milioni).
• Orientamento alla qualità della gestione patrimoniale.
• Ambizione di crescita economica e professionale.

Mansioni

• Gestione e sviluppo del portafoglio clienti.
• Advisory patrimoniale avanzato.
• Sviluppo di nuove relazioni ad alto valore.
• Contributo al modello Fürstenberg e crescita di revenue.

Conoscenze

Portfolio management

Relationship management

Wealth advisory

Business development

Descrizione del lavoro

Questa posizione è in Banca Ifis

Il processo di selezione sarà interamente gestito Banca Ifis.

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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

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