Private Banker – Como

Deutsche Bank; Monza; In loco; EUR 50.000 - 80.000; Tempo pieno

Descrizione del lavoro

A leading bank is seeking a Private Banking Specialist to manage high-net-worth client portfolios in Italy. This full-time role involves building client relationships, understanding their investment needs, and providing tailored financial advice, ensuring compliance with regulations. Candidates should possess strong interpersonal and financial acumen.

Competenze

• Required skills include strong interpersonal skills and a deep knowledge of financial markets.
• Preferred educational background is a relevant degree.

Mansioni

• Manage a personal client portfolio and provide comprehensive wealth management advice.
• Understand local socio-cultural factors to enhance client engagement and service.
• Achieve economic and patrimonial objectives set by the bank.

Conoscenze

Deep knowledge of financial markets

Understanding of investment products for high-net-worth clients

Strong interpersonal skills

Commercial mindset

Dynamism and results-oriented approach

Versatility and team-working skills

Formazione

Degree (preferred)

Strumenti

MS Office

Windows

Lotus Notes

Outlook

Descrizione del lavoro

Join to apply for the Private Banking Specialist – Como role at Deutsche Bank

Position Overview

Deutsche Bank offers services and products in commercial banking, investment banking, transaction banking, asset and wealth management to corporations, governments, and public entities, institutional investors, small and medium enterprises, families, and private clients. Deutsche Bank is the leading bank in Germany, with a strong position in Europe and a significant presence in the Americas and Asia Pacific.

Italy is its primary European market after Germany, and the bank is among the most important international groups present in the country.

Responsibilities

• Understand the socio-cultural fabric of the target areas and establish a strong local presence.
• Build experience in investment areas, ensuring comprehensive knowledge of managed savings, administered savings, and insurance products, providing advice on wealth management.
• Manage a personal client portfolio.
• Show willingness and ability to engage in development activities.
• Ensure the implementation of established management policies and execute appropriate commercial initiatives to manage and develop the "Private Investors" client portfolio.
• Achieve the set income, economic, and patrimonial objectives.
• Provide high levels of service and advice to assigned clients, complying with current regulations and operational requirements, including client data management, system updates, and order transmission.

Skills

• Deep knowledge of financial markets.
• Thorough understanding of investment products for high-net-worth clients and financing products.
• Strong interpersonal skills.
• Commercial mindset.
• Ability to understand client needs.
• Dynamism and results-oriented approach.
• Versatility and team-working skills.
• Degree (preferred).
• Good knowledge of MS Office, Windows, and email systems (Lotus Notes, Outlook).

We promote a culture of excellence, responsibility, commercial thinking, initiative, and collaboration.

We celebrate our successes and foster an inclusive environment. We welcome applications from all backgrounds.

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance and Sales