Founding Private Wealth RM for International Families

5 ore fa

Romano di Lombardia, Lombardy, Italia Yestella Academy Tempo pieno

Yestella Academy in Italy seeks a founding Relationship Manager for Private Wealth serving international families.

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You will manage onboarding, reviews, and ongoing relationship activities within a compliance-conscious framework. xysqume

You will coordinate with licensed partners for investment advice, work with investment and compliance teams, and help shape the client journey and review processes within the Yestella Academy.