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Consulente investimenti – filiale di cesena

Cesena
Deutsche Bank
Pubblicato il Pubblicato 15h fa
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Position Overview

Deutsche Bank offers services and products in commercial banking, investment banking, transaction banking, asset and wealth management to companies, governments, and public entities, institutional investors, small and medium-sized enterprises, families, and private individuals. 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 second-largest European market after Germany, and the bank is among the most important international groups present in the country.

The Personal Banking channel refers to advisory and commercial activities conducted within the branch network across the territory.


Responsibilities

* Ensure the implementation of established management policies and the execution of appropriate commercial initiatives aimed at managing and developing the assigned client portfolio.
* Maintain personalized relationships with the directly assigned clients, guaranteeing adequate assistance regarding the bank's products and services and related activities.
* Work towards achieving the financial, economic, and patrimonial objectives assigned, with reference to the directly managed client portfolio.
* Ensure a high level of service and consulting for the assigned clients, in compliance with current regulations, as well as all operational and administrative requirements.


Skills

* Good knowledge of the socio-economic fabric of the targeted areas.
* Solid experience in the investment sector, ensuring comprehensive knowledge of the managed savings, administered savings, and insurance sectors.
* Ability to provide extensive advice to clients on relevant products.
* Willingness and capacity to engage in development activities.
* Knowledge of financial markets.
* Knowledge of investment and financing products.
* Strong interpersonal skills.
* Commercial characteristics.
* Ability to understand client needs.
* Dynamism and results-oriented attitude.
* Versatility and ability to work in a team.


Well-being & Benefits

We are committed to providing a work environment centered on personal development, respecting individuality and needs, promoting work-life balance, and supporting growth and well-being. We foster a culture of open communication about well-being (Personal Support Line).

Physically thriving: We support physical health through innovative workplaces, health programs, insurance coverage, welfare, and health prevention initiatives.

Socially connected: We believe in collaboration and inclusion, organizing webinars and networking opportunities focused on diversity, equity, and inclusion.

Financially secure: We offer solutions for financial security, including pension funds, long-term care policies, meal vouchers, and favorable financial product conditions.

We aim for a culture of mutual excellence, responsibility, commercial thinking, initiative, and collaboration, celebrating our collective successes. We welcome applications from all individuals and promote a positive, fair, and inclusive work environment.


Additional Details

* Seniority level: Not Applicable
* Employment type: Full-time
* Job function: Consulting, Information Technology, and Sales
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