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Priority banking relationship manager (nationwide)

Uta
Experteer Italy
Pubblicato il 15 giugno
Descrizione

Ph3Experteer Overview /h3pIn this role you will drive profitable relationships with Retail HNW clients, expanding portfolios through wealth management solutions. You will collaborate with Investment Consultant teams to offer personalized financial services and support PB segment growth. The position sits within a collaborative, development-focused culture that values digital-first banking. You will help raise market presence and contribute to achieving individual and team targets in a sales-driven environment. /ph3Retribuzione / Benefits /h3ulliBuild and deepen client relationships to generate revenue within wealth management. /liliMarket and cross-sell wealth and consumer products (mortgages, credit cards) to new and existing PB clients. /liliGrow the customer base via referrals and personalized advisory services. /liliAcquire and expand Priority Banking relationships in line with PB goals. /liliCollaborate with Product Owner and Investment Consultant to provide proactive financial services to affluent clients. /liliSupport Centre Manager in promoting market presence and achieving targets. /li /ulh3Responsabilità /h3ulliDiploma or Degree in any field /liliRequired licenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC advantageous /liliPassion for success in a sales-driven environment /liliGood knowledge of wealth products (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments) /liliStrong interpersonal and communication skills /li /ulh3Requisiti fondamentali /h3ullistrong culture of collaboration /liliopportunity to fast track your career in Wealth Management /li /ul /p #J-18808-Ljbffr

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