Job offer
Private client advisor, Bellinzona (f/m) 40%
The position as Private Client Consultant in Bellinzona offers the opportunity to manage private client portfolios and provide individual investment advice as part of the Private Client team. The position requires completed banking training and experience in the financial sector, particularly in private banking.
Tasks
In this role, you will be part of the Clientela Privata team, which manages investment portfolios and services for our private clients. You will be responsible for managing client relationships and providing investment advice.- Customer management
- Recommendations and development of the investment portfolio and selection of investment solutions
- You can offer personalized advice and promote innovative solutions for your customers.
- Developing knowledge about the products and solutions in the commercial offering
Requirements
- Complete banking training (LBA) or equivalent training
- Professional experience in the financial sector (particularly in private banking or similar)
- Excellent communication skills and very good knowledge of the Italian language
- Knowledge of other languages is an advantage.
We offer
- A dynamic work environment and a corporate culture that values people and their ideas
- Consulting and professional training for your clients on wealth management topics
- A career development plan (growth path) aimed at professional development
- A young and dynamic work environment with a corporate culture that seeks and rewards excellence
- Highly competitive compensation and benefits (salary + benefits)
Job details
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