The Investment Consultant role within our Private Bank division at the Asso branch involves managing and developing a portfolio of clients, providing personalized investment advice, protection, and banking solutions that respect the client's profile and needs.

Responsibilities

• Manage and develop the assigned portfolio, implementing defined commercial initiatives and ensuring continuity in client relationships.
• Analyze client needs and provide personalized advice on bank products and services.
• Expand the portfolio by acquiring new clients and identifying commercial opportunities in line with market potential and reference territory.
• Contribute to achieving assigned revenue, economic, and capital targets for the managed portfolio.
• Ensure a high level of service, respecting current regulations and operational and administrative obligations.

Competencies

• Experience in financial consulting and managing and developing client portfolios.
• Knowledge of financial markets and investment, financing, and protection products.
• In-depth knowledge of the reference territory, its economic fabric, and local dynamics, functional to identifying commercial opportunities and developing lasting client relationships.
• Ability to understand client needs and provide personalized advice on products within competence.
• Commercial development, results, and client loyalty orientation.
• Consolidated experience in using Artificial Intelligence tools to improve operational efficiency, optimize workflows, and support solving business challenges, ensuring responsible and ethical use of generated data and outputs.

Well-being & Benefits

We are committed to providing a work environment that focuses on people's development, respecting their uniqueness and needs. We encourage work-life balance and are committed to providing an environment where your development and well-being are important. We support you at every stage of your personal and professional growth path while maintaining good emotional balance. We promote a culture where you can openly discuss your well-being.

We support our employees in taking care of their physical well-being. We guarantee a smart and innovative workplace, a health assistance program, insurance coverage, welfare, and company conventions to support prevention and physical health care paths.

We believe strongly in collaboration and inclusion to broaden new perspectives and strengthen self-confidence, improving collective well-being. We organize webinars and networking opportunities to share content on diversity, equity, and inclusion.

We provide solutions to support financial security, including the Supplementary Pension Fund, Long Term Care Policy, meal vouchers, and favorable conditions for our financial products.

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