Senior Wealth Manager
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Overview
Legga la panoramica di questa opportunità per capire quali competenze sono richieste, incluse le soft skill pertinenti e la padronanza di pacchetti software.
You will join a fast-growing, tech-enabled multi-family office to oversee sophisticated family wealth. Based in Italy with occasional Milan visits, you will manage a strong client book and deepen trusted relationships across families. You will operate in an entrepreneurial, fast-paced environment, contributing to ambitious growth and broader market coverage. This role offers a high-impact platform to shape wealth strategy for UHNW families within an international team. If you thrive in a dynamic setting and want to advance in the MFO space, this is an ideal move.
Retribuzione / Benefits
- top-tier compensation package
- dynamic, international environment
- opportunity to work with leading professionals
Responsabilità
- manage and grow a book of high-net-worth clients
- build and maintain trusted client relationships
- support expansion of market coverage across regions
- collaborate in a fast-paced, entrepreneurial environment
- engage with families through a tech-enabled platform
Requisiti fondamentali
- experienced wealth management professional
- strong book of existing clients
- proven track record of relationship-building xysqume
- ability to thrive in an entrepreneurial setting
- based in Italy with willingness to visit Milan HQ occasionally
- strong interpersonal communication
- entrepreneurial mindset
- stakeholder management
- wealth management advisory
- client relationship management on a tech-enabled platform
- cross-border / international wealth planning
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