DB

Consulente Family, Filiale di Roma (f/m/x)

In short

Deutsche Bank is hiring a Family Client Consultant for its Private Bank division at the Rome Branch, managing a portfolio of family clients and advising on investment, banking and insurance products. The role requires at least 2 years of experience managing investment portfolios, strong commercial and relationship-building skills, and familiarity with digital and AI tools. It's an onsite role at a leading international bank with a salary range of 35,650-50,000 €.

Salary Range
35,650 - 50,000 €
Collective National Labor Agreement for employees of credit, financial and instrumental companies, for managerial staff and professional staff employed by credit, financial and instrumental companies.
Deutsche Bank offers commercial banking, investment banking, transaction banking, asset and wealth management products and services to companies, governments and public entities, institutional investors, small and medium-sized enterprises, families and individuals. Deutsche Bank is the leading bank in Germany, with a strong position in Europe and a significant presence in the Americas and the Asia Pacific region.
Italy represents its first European market after Germany, and the Institute is among the most important international groups present in the country.
The role, within our Private Bank division at the Rome Branch, involves managing family clients, offering assistance and consulting on investment, banking and insurance products.
Responsibilities
•Manage and develop the assigned family clientele, implementing the commercial initiatives defined for the reference market.
•Analyze clients' needs and provide assistance and consulting on the Bank's investment products.
•Contribute to achieving the branch's commercial objectives.
•Ensure continuity and quality of the relationship, integrating branch interaction with the Bank's digital channels.
•Ensure a high level of service in compliance with current regulations and the operational and administrative requirements provided.
Skills
•Knowledge of the main banking, financial and insurance products aimed at personal and family clients.
•At least 2 years of experience in managing investment portfolios.
•Commercial orientation, initiative and ability to develop relationships of trust.
•Ability to collaborate in a team and effectively use digital tools and the Bank's systems.
•Consolidated experience in the use of Artificial Intelligence tools to improve operational efficiency, optimize workflows and support solving business challenges, ensuring responsible and ethical use of data and generated outputs.
Well-being & Benefits
•Emotionally and mentally balanced: we are committed to providing a work environment that puts people's development at the center, respecting their uniqueness and needs. We encourage work-life balance and are committed to providing an environment where your development and well-being matter. We support you at every stage of your personal/professional growth path, maintaining a good emotional balance. We promote a culture where you can openly talk about your well-being (Personal Support Line).
•Physically thriving: we support our employees in taking care of their physical well-being. We guarantee a smart and innovative workplace in addition to a healthcare assistance program, insurance coverage, welfare and corporate agreements supporting prevention and care of physical health.
•Socially connected: we strongly believe 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.
•Financially secure: we provide solutions to support financial security, including the Supplementary Pension Fund, Long Term Care Policy, meal vouchers and preferential conditions for our financial products.

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