Client Relationship Consultant
Role overview
Close to people, rooted in the territory, oriented to the future.
We are looking for a Client Relationship Consultant to strengthen our offer dedicated to affluent clients.
You will accompany clients with passion on their financial journey and advise them comprehensively on all matters related to investments and financing; Develop individual investment solutions, perfectly tailored to the clients' goals, desires, and life situation; Cultivate active relationships with clients, recognize opportunities and exploit them in a targeted manner; Contribute with commitment and dynamism to various activities, such as contact campaigns, events, or representation.
Description
Close to people, rooted in the territory, oriented to the future.
We are looking for a Client Relationship Consultant to strengthen our offer dedicated to affluent clients.
You will accompany clients with passion on their financial journey and advise them comprehensively on all matters related to investments and financing; Develop individual investment solutions, perfectly tailored to the clients' goals, desires, and life situation; Cultivate active relationships with clients, recognize opportunities and exploit them in a targeted manner; Contribute with commitment and dynamism to various activities, such as contact campaigns, events, or representation.