Consulente di Portafoglio Retail – LAZIO

Job Overview

UniCredit is seeking a skilled Retail Portfolio Consultant to join their team in Latium, Italy. In this full-time role, you will play a crucial part in empowering communities to progress by actively managing retail client portfolios and providing comprehensive banking and financial services to individuals.

Company Overview

UniCredit. Empowering Communities to Progress. We are a pan‑European bank operating with one consistent service model across Italy, Germany, Austria and Central & Eastern Europe. We combine strong local roots, specialist capabilities and digital innovation to turn ambitions into tangible outcomes for individuals, businesses and institutions. We provide banking for individuals and companies, corporate & investment banking and advanced payment solutions. Our integrated structure across countries and business lines ensures a simple, efficient and seamless client experience, wherever our customers operate. Our Purpose – Empowering Communities to Progress – guides how we make decisions and invest. From financing the real‑economy transition and supporting SME growth to fostering inclusion and opportunity for our people, we measure success through long‑term, sustainable value for all our stakeholders.

Quick Details

• Salary Range: Market Competitive
• Job Type: Full-time
• Qualifications: None / Open to all applicants
• Experience: 2 Year+

Key Responsibilities

• Manage and grow a portfolio of retail clients, offering tailored financial solutions.
• Provide expert advice on banking products, investments, and savings strategies.
• Build and maintain strong, long-term relationships with clients to ensure high satisfaction.
• Identify new business opportunities and achieve individual and team sales targets.
• Ensure strict compliance with all banking regulations and internal company policies.
• Collaborate effectively with internal teams to enhance overall client service and product offerings.

Requirements

• Proven experience in retail banking, portfolio management, or financial advisory (2+ years preferred).
• Strong understanding of financial products, investment principles, and market dynamics.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Client-focused mindset with a commitment to delivering exceptional service.
• Proficiency in Italian and English is required.

Benefits

• Competitive salary and performance-based incentives.
• Opportunities for career growth and professional development within a leading pan-European bank.
• Access to comprehensive training programs and continuous learning initiatives.
• A wide range of employee benefits and welfare programs.
• Work in a dynamic, inclusive, and international team environment.
• Contribute to empowering communities and making a real economic impact.