ce4bcef3-a7f Client Consultant We are seeking a Client Consultant to join our Private Bank team at the La Valletta Brianza branch. The successful candidate will be responsible for managing and developing a portfolio of personal and family clients, providing assistance and advice on their banking, financial, and insurance needs.

Responsibilities

  • Manage and develop assigned personal and family clients, implementing commercial initiatives defined for the target market
  • Analyse client needs and provide assistance and advice on bank products and services
  • Contribute to achieving branch commercial objectives
  • Ensure continuity and quality of relationships, integrating in-branch interactions with digital channels
  • Ensure high levels of service, complying with regulations and operational requirements

Requirements

  • Knowledge of main banking, financial, and insurance products for personal and family clients
  • Ability to understand client needs and provide assistance and advice on relevant products
  • Commercial orientation, initiative, and ability to build trust-based relationships
  • Team collaboration and effective use of digital tools and bank systems
  • Experience with Artificial Intelligence tools to improve operational efficiency and support business challenges

Well-being & Benefits

We prioritise employee well-being, offering:

  • Emotionally and mentally balanced: a supportive work environment focusing on employee development and work-life balance
  • Physically thriving: smart and innovative workspaces, health insurance, welfare programmes, and corporate discounts
  • Socially connected: networking opportunities, diversity, equity, and inclusion initiatives
  • Financially secure: pension fund, long-term care insurance, meal vouchers, and favourable terms for our financial products

Job Data by YubHub.

]]> full-time onsite 35.650 - 50.000 € banking products, financial services, insurance, client relationship management, Artificial Intelligence Finance Finance Deutsche Bank https://logos.yubhub.co/db.com.png Deutsche Bank provides commercial banking, investment banking, transaction banking, asset and wealth management services to companies, governments, public entities, institutional investors, small and medium-sized enterprises, families, and private individuals. https://db.com EUR 35.65 50 yearly https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Rovagnate-Sportello/Senior-Small-Business-Banker---Area-Lecco--Bergamo--Monza--f-m-x--Civate_R0396860 Rovagnate Rovagnate IT 2026-10-30 unknown unknown