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Temporary Associate Banker


  • Tipo: Offerta di lavoro
  • Offerta inserita il: 01.04.2025
  • Offerta scade il: 01.05.2025
  • Posti disponibili: 1
  • Luogo: Milano (MI)
  • Categoria Professionale/Mansione: Impiegato bancario
  • Settore: Banche/Finanza
  • Offerta pubblicata da: Adecco Filiale di Milano Banche
Adecco Credit & Banking is hiring for a leading financial service institution

A Temporary Associate Banker

Your Responsibilities:
• Provide complete service support to client, including solving complex client inquiries
• Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
• Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
• Assist the Banker in profiling, qualifying and converting prospects into Private Bank clients.
• Assist the Banker in deepening the existing client relationship through deep-dive analysis
• Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
• Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
• Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
• Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding
Qualifications:
• Experience working in similar role.
• Knowledge of investments is required; banking and credit products desirable
• Ability to manage relationships both internal and external; Ability to multi-task

Education: Bachelor's/University degree or equivalent experience



Responsabilità:

We offer a fixed term contract of 6 months, with the possibility to be extended.
Salary to be defined depending on the seniority
Location: Milan

Data inizio prevista: 05/05/2025

Categoria Professionale: Banche / Assicurazioni / Istituti di Credito

Settore: BANCARIO/ FINANZIARIO

Città: Milano (Milano)

Patenti:
  • B

Disponibilità oraria:
  • Full Time


I candidati, nel rispetto del D.lgs. 198/2006, D.lgs 215/2003 e D.lgs 216/2003, sono invitati a leggere l'informativa sulla privacy consultabile sotto il form di richiesta dati della pagina di candidatura (Regolamento UE n. 2016/679).

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