at UniCredit
Investment BankingPosted 14 days ago
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**Wealth Customer Assistant Senior** at UniCredit drives private banking sales. Senior-level role with 7+ years' wealth management experience required. Key responsibilities include crafting personalized customer strategies, optimizing portfolios, and collaborating with sales teams using advanced CRM systems ( Allianz Net, Salesforce) and financial tools (Bloomberg, FactSet). Devises innovative solutions to enhance client satisfaction and boost cross-selling. Proficient in Italian and English, knowledge of German an asset.
- Compensation
- Not specified
- City
- Milan
- Country
- Italy
Currency: Not specified
Full Job Description
Job ID
94379
Company
UniCredit S.p.A
Competence Line
Private banking
Country
Italy
City
MILANO
Job Type
Professional
Functional area
Private Banking and Wealth Management Sales
Working time model
Full-time
Contact
People Attraction & Recruitment Italy
