Gestore Affluent - Pordenone

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Full Remote
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Offer summary

Qualifications:

Bachelor's degree in finance, business administration, or a related field., Strong interpersonal and communication skills., Experience in client relationship management or financial services., Proficiency in financial analysis and reporting..

Key responsibilities:

  • Manage a portfolio of affluent clients and provide tailored financial solutions.
  • Conduct regular meetings with clients to assess their financial needs and goals.
  • Prepare and present financial reports and investment strategies.
  • Collaborate with internal teams to ensure high-quality service delivery.

Banca Sella logo
Banca Sella Banking Large https://www.sella.it/
1001 - 5000 Employees
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Required profile

Experience

Industry :
Banking

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