Wealth Manager

1 mese fa

Bergamo, Italia Page Executive A tempo pieno

HNWI & UHNWI Network

  • Extensive experience as Wealth Manager

About Our Client

Our client is a leading global player in asset management, wealth management, and investment banking, serving individuals, corporates, and institutions.

Job Description

Reporting to the executive team, your responsibility as Wealth Management Director includes, but isn't limited to:

  1. Manage and support a portfolio of high-value customers.
  2. Act as a trusted adviser to our new and existing customers, providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement, or protecting their family for every eventuality.
  3. Conduct in-depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of clients.
  4. Maintain risk management monitoring of the portfolios for investment purposes, regulatory purposes, and other compliance issues.

The Successful Applicant

Have a strong understanding of the Italian business environment and a strong HNWI and UHNWI client portfolio.

What's on Offer

To be defined based on the experience and client portfolio.

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