• Management and development of your customer portfolio;
• Personalized consultancy on financial instruments, banking products and solutions
investment;
• Advisory activities on administered assets, managed savings and financing products;
• Gradual takeover of the management of an existing portfolio;
• Analysis of customer needs and construction of solutions consistent with the risk profile;
• Monitoring of investments and constant updating of customers;
• Collaboration with the internal structure for operational and compliance aspects.
Essentials/Must have
• Consolidated experience in the role and solid active portfolio;
• Registration in the Register of Financial Advisors (or requirements for registration);
• Excellent knowledge of financial instruments and banking products;
• Ability to independently manage relationships and orientation towards commercial development;
• Reliability, consultative approach and aptitude for building long-term relationships.
Ref. SP10114
Disclaimer:
PRAXI SpA (MLPS Authorization 13/I/0003868/03.04) believes that diversity and inclusion are key elements for the success and sustainability of organizations. We are committed to creating an inclusive work environment that promotes equal opportunity and respects the diversity of backgrounds, experiences, and opinions of our employees, partners, and customers.
We are committed to ensuring that all stages of the recruitment and selection process are conducted fairly and transparently, based solely on the skills, qualifications, and experience of applicants. Furthermore, we are committed to using neutral and inclusive language in our communications to avoid any form of gender discrimination or bias.
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