Consulente di Portafoglio Retail – LOMBARDIA
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| Company Name | UniCredit |
| Company Type | Private |
| Job Type | Full-Time |
| Salary Range | Market Competitive |
| Location | Milan, Lombardy, Italy |
| Qualifications | Bachelor’s Degree |
| Experience | 2 Year+ |
Job Overview
UniCredit is seeking a Consulente di Portafoglio Retail (Retail Portfolio Consultant) for the Lombardy region, based in Milan, Italy. This full-time Associate role involves contributing to UniCredit’s mission of empowering communities through banking services and managing retail client portfolios.
Company Overview
UniCredit is a leading pan-European bank operating with a consistent service model across Italy, Germany, Austria, and Central & Eastern Europe. They combine strong local roots, specialist capabilities, and digital innovation to turn ambitions into tangible outcomes for individuals, businesses, and institutions. UniCredit provides banking for individuals and companies, corporate & investment banking, and advanced payment solutions, focusing on empowering communities to progress and creating long-term, sustainable value for all stakeholders.
Quick Details
- Salary Range: Market Competitive
- Job Type: Full-time
- Qualifications: Bachelor’s Degree
- Experience: 2 Year+
Key Responsibilities
- Manage and develop a portfolio of retail clients, offering personalized financial advice.
- Identify client needs and propose suitable banking products and services.
- Build and maintain strong, long-term relationships with customers.
- Ensure compliance with banking regulations and internal policies.
- Actively contribute to achieving sales targets and business objectives.
- Stay updated on market trends and financial products to provide informed recommendations.
Requirements
- Proven experience as an Associate or similar role in retail banking or portfolio management.
- Strong understanding of financial products, investment solutions, and banking services.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to work autonomously and collaboratively within a team.
- Fluency in Italian and English is highly desirable.
- Bachelor’s degree in Finance, Economics, or a related field.
Benefits
- Opportunities for professional development and career growth within a leading European bank.
- Competitive salary and a comprehensive benefits package.
- Access to continuous learning programs and training initiatives.
- Work in a dynamic, international, and inclusive environment.
- Contribute to a company committed to empowering communities.
- Employee discounts on banking products and services.